(614) 802-3200
Because your values should drive your financial strategy, not the other way around.
At Pfister, we don’t start with products or projections. We start with a conversation. We want to understand what matters most: your goals, your worries, your values, and the people and priorities you care about most.
Only then do we begin to design a plan that reflects your vision and works in the real world. We help turn uncertainty into confident decisions and build strategies that align your wealth with what matters most.
Our process brings structure to your decisions, simplicity to your options, and confidence to your next steps.
We lead with listening
Our first job is to understand your goals before offering any advice.
We simplify complexity
You get a clear plan, not financial jargon.
We coordinate everything
We work with your other professionals to keep the full picture aligned.
We keep you in control
Every recommendation supports your values and priorities.
We stay with you
Our relationship doesn’t end when the plan is delivered.
Here’s what you can expect when you work with us:
Step 1:
Discovery Conversation
This is a no-pressure, 30-minute conversation to learn more about you, your situation, and what you want to accomplish. We’ll share how we work, answer your questions, and decide together whether it makes sense to move forward.
Step 2:
Values + Vision
If we both agree there’s a fit, we’ll dive deeper into your goals, values, current financial picture, and legacy priorities. We may bring in key partners like tax or legal specialists to inform your strategy early on.
Step 3:
Clarity & Strategy
We present clear recommendations that reflect your vision and simplify your next steps. We prioritize education and explanation, so you fully understand your options before taking action.
Step 4:
Implementation & Support
We help you move forward with confidence. We coordinate with your CPA, attorney, or other advisors to implement the plan smoothly. And we continue to meet with you regularly to adjust as your life evolves—so your strategy evolves with you and always reflects your goals.
Financial planning is a process, not a transaction. Our approach is designed to reduce complexity, build clarity, and help you make decisions you can feel good about now and decades from now.
Whether you’re seeking clarity, momentum, or legacy, we’re here to walk with you, every step of the way.
If you’re ready for a financial partner who puts your values first and stays with you for the long haul, let’s talk.
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.