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Confidence

What are the chances for success?

Stress Tested Plans - We use advanced modeling tools to stress test your goals and our recommended investment strategy. With this process we simulate 1,000 lifetimes of investment returns and how they stack up against your goals. The success rate produces a confidence level you can feel good about.

The Comfort Zone -  Your plan should allow you to achieve the goals you value most without forcing you to suffer unnecessary sacrifices in current lifestyle. Too much risk and the plan's odds of success start to resemble those of a coin flip. Too much certainty and you may be missing out on some of what life has to offer now for a future outcome that is likely attainable without such a sacrifice.

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    Financial Advice

    "It's not the advisor's job to tell you what to do with your money. A good advisor helps you discover what is truly important to you and works with you to design a plan for you to achieve those things with confidence." ~ Mike Langford, Founder of Course Pilot Financial

    Fee-Only Relationship

    The best way to avoid a conflict of interest is to remove any incentive for creating one.

    Unbiased Advice - Our fees are based solely on the advice we provide and assets we manage. We never earn sales commissions.

    Personalized Service - Kiss the phone queue goodbye! At Course Pilot your advisor knows your name and looks forward to hearing from you.