Your Journey. Your Success Story.
As a pilot, your financial path is anything but ordinary. From unpredictable schedules to unique income structures and high-stakes career transitions, your life in the skies calls for a grounded and strategic approach to planning. These case studies are inspired by pilots like you—professionals who took control of their finances, planned with purpose, and gained clarity for the future. Whether you're just starting out or preparing to land into retirement, we hope these stories help you see what's possible when your financial plan is built for the way you live and fly.
Our Story
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First Officer
Jason, 29-year-old First Officer, ATP Cert, comprehensive benefits, making $130K, Industry-specific challenges, irregular schedules, family in Boston but based in Dallas.
How does he balance advancing his aviation career and living his best life?
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Jason will optimize his four cornerstones: Lifestyle, debt, savings, and giving.
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Incorporate housing decisions for base assignments, irregular income, and family considerations.
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Maximize airline-specific benefits and establish clear milestones for career advancement and personal goals .
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Don't go it alone; find a buddy. It doesn't need to be a professional advisor or coach. Find someone he can trust who shares the same curiosity about doing better in life.