Retirement Plan Specifics
We believe financial clarity starts with education. That's why Pilot Wealth Management works closely with employees at organizations like Delta Air Lines and the University of Michigan. We host in-person events and webinars that tackle the questions employees are actually asking, from navigating benefit packages to planning for retirement.
Step 1:
Get to Know You
Before we meet, we’ll send you a secure online form where you can share key details about your life. Your family, your income, your goals, and your financial picture. This gives us the context to make your first meeting meaningful and efficient.
Step 2:
The First Conversation (No paperwork, just people)
Your first meeting with us is focused almost entirely on who you are as a person or family.
We talk far less about investments and far more about:
- Your values and priorities
- How you think and feel about money
- Your biggest goals, worries, and opportunities
- Your long-term vision for family, legacy, and lifestyle
This is a no-pressure conversation. There are no commitments, no decisions to make, and no signatures required. The goal is simply to learn whether we may be a good fit for each other.
Step 3:
Your Preliminary Financial Plan
After the meeting, our team takes everything you shared, both in conversation and in your initial form, and begins drafting a preliminary financial plan. This plan provides a first look at:
- Your financial strengths
- Areas that may need attention
- Potential strategies to move closer to your goals
This is a framework, not a final blueprint. We build it knowing your life is dynamic and changes are always possible.
Step 4:
The Second Meeting & Next Steps
In our second conversation, we present your preliminary plan and walk through each component together. You’ll have the chance to react, ask questions, suggest adjustments, and tell us where you want deeper analysis.
If the relationship feels right for both sides, we’ll complete the necessary paperwork to formally begin working together.
Your plan will always remain flexible.
As life changes, your financial plan should evolve with it, and we’ll be there every step of the way.
Who We Are
Pilot Wealth Management is a boutique wealth advisory firm built on genuine relationships and thoughtful, comprehensive planning. We proudly serve families across Michigan and in more than 20 states, helping them navigate life’s financial decisions with clarity, confidence, and purpose.
We take the time to understand you on a deeper level - what you value, who you care about, how you make decisions, and what you hope to achieve. Your story guides our work. When clients join Pilot Wealth, they become part of a collaborative, family-like environment where their goals truly matter and their financial life is treated with care.
Every individual, family, and business is unique, so your financial plan should be too. Our holistic approach brings all the moving pieces together; goal setting, investment management, income and expenses, debt strategies, education planning, tax efficiency, estate considerations, stock option planning, and more. We provide clear, practical guidance designed to be both easy to understand and tailored to your long-term vision.
At Pilot Wealth, our mission is simple: help you build a well-designed, efficient financial life so you can focus on what matters most.
A firm with
A History of Success
After spending more than a decade with well-known firms such as Payne Webber (UBS) and Edward Jones, Chris realized that the best way to truly serve his clients was through complete independence. That vision led to the creation of Pilot Wealth Management — a firm built on the belief that financial planning should never be a one-size-fits-all process.