Why Choose Us?
Pilots partner with us because they understand that the hidden costs of inefficiencies and mistakes that can happen if they go it alone far exceed the cost of engaging with us.
We already know the contract. As we get to know you, we will draw on the collective experience of hundreds of current and retired FedEx pilots to help you utilize the tools at your disposal to balance living well today while proactively maximizing your future potential. We will help you get organized, stay informed and make objective decisions with an easy to follow.
Start your Flightplan℠ today!
FIT Meeting
Find out if we are a fit for you. Ask us questions. Learn about who we are, what we believe, and how we deliver value to FedEx pilots.
Pre-Flight Briefing
(2 meetings)
DISCOVERY
We will gather documents and details about your financial situation, and learn about your family, your values, and your future goals.
PRE-FLIGHT BRIEFING
We will share high level recommendations in each area of focus in your FlightPlan. At the end of this meeting, you’ll have a great idea of how we will help you organize and improve your financial life.
This is where you take a moment, step back, and decide if you want to fly with us.
Takeoff
Rotate! Once you decide that you’re in, we will have 3-4 short meetings to get you onboard as a client and begin our journey together!
Cruising Altitude
Once we are settled, we will begin a cadence of 2 meetings per year to check in, catch up, review progress, and make necessary tweaks to keep you on the right heading.
