Advice only. No AUM. No commissions.
Preflight Financial is flat-fee advice for people who manage their own money, and want a full advisory team behind their biggest decisions. You stay in the pilot’s seat. We check the plan.
How the Preflight Check works
One method, three stages, and a documented analysis behind every recommendation.
File Your Flight Plan
Book an introductory call with a member of our advisory team. A few questions when you schedule let us prepare for your situation, your goals, and the decisions in front of you.
Run the Checks
Your situation is modeled and stress-tested against your specific circumstances. Tax, investment, retirement, and estate tradeoffs are quantified before any recommendation reaches you.
Cleared for Takeoff
You receive a written plan and a working session to walk through it: clear recommendations, the reasoning behind each one, and the tradeoffs laid out honestly. Then you execute it, with your advisor by your side for questions.
Case Studies
Specific situations. Specific answers.
Retirement Transition
Retiring at 61 with $4.2M and a hundred open questions. A couple two years from their target date needed the timing, withdrawal sequence, Roth conversion schedule, and spending capacity quantified before giving notice.High-Income Household
A $700,000 household income and no framework for the next decision. A physician household with maxed accounts needed a savings hierarchy, a home purchase analysis, and an independent review of a permanent life insurance proposal.Concentrated Position
70% of net worth in a single stock, and no plan to unwind it. A twenty-year employee approaching financial independence needed a sequenced diversification strategy with the tax consequences modeled in advance.What’s Next?
Every engagement begins with an introductory call. A few questions when you book let your advisor prepare ahead of time, so the conversation centers on your financial picture and goals. On the call, we confirm whether Ascent or Glide fits your situation and walk through what your Preflight Check covers before any engagement begins.