Simplify your finances.
Start living your best life.

Keep more of your money, build lasting wealth, and make confident financial decisions—so you can enjoy life without second-guessing.

Financial planning for professionals and business owners with a trusted CFP® in Boise.

Success shouldn’t feel overwhelming.

The more your income grows, the more complex your finances become. Managing that complexity can feel like a second full-time job that demands just as much energy as your career & family.

That’s why our goal is simple — to make it OK to be successful.

We take the financial heavy lifting off your plate so you can focus on what matters most — excelling in your career, being present with your family, and living a life that reflects your values.

When you partner with Pivot, you get:

Clarity Through
Actionable Strategies

We provide clear and personalized strategies designed to simplify your financial life — so you know exactly what to focus on and when.

Proactive
Ongoing Guidance

We provide timely advice to help you make smart financial decisions with confidence. No more second-guessing.

Purpose-Driven
Wealth Building

We help you build wealth for a deeper reason — not just for the sake of having more, but to create a life you don’t have to escape from.

Most advisors start with investments. We start with strategy—because having the right financial plan can change everything.

At Pivot, we believe true wealth isn’t about chasing returns—it’s about building a financial life that gives you the flexibility and freedom to focus on your family, your future, and your impact.

We start with a tax-smart strategy that ensures you keep more of what you earn, invest with confidence, and build a future where money is a tool—not a limitation.

A process designed for you.

Our process starts with your goals and is guided by your vision—
because your wealth should work for you, not the other way around.

See how we work →

You might be leaving more on the table than you realize.

Small tax inefficiencies and unclear financial strategies could be costing you time, money & peace of mind.

At Pivot, we help you cut through the noise and focus on aligning your wealth with your values and purpose—so you can make confident financial decisions without second-guessing.

Does this sound like you?

🔹You’re making good money, but you’re unsure if you’re on track for financial independence.

🔹You feel like your income should be working harder for you—but you’re not sure how.

🔹You want to balance your career, wealth, and faith—without sacrificing what matters most.

You don’t have to figure it out alone.

Here’s what people are asking.

  • Yes, we are fiduciary financial advisors. We are legally and ethically obligated to act in your best interests at all times.

    As an independent registered investment advisor (RIA), we are free from obligations to specific products, strategies, or commissions. Our only focus is on providing advice and solutions that are best for you and your unique financial situation.

    This fiduciary commitment ensures that you can trust us to always prioritize your goals, values, and financial success.

  • We partner with professionals and business owners who want to simplify their finances, reduce taxes, and build lasting wealth — without the stress that often comes with success.

    Our clients are doing well, but feel overwhelmed by the complexities of growing wealth. They know they should be making smarter financial moves, but between careers, family, and life’s demands, there’s little time to sort it all out.

    Many are starting to think about what life could look like if they had more time with family, greater flexibility to focus on what matters, and less pressure to keep grinding.

    They’ve built a strong financial foundation — but they’ve taken it as far as they can on their own.

    Most importantly, they want their money to have meaning. Guided by their values — often faith-based — they’re focused on giving back, supporting their community, or building a legacy that reflects what matters most.

    For our clients, financial planning isn’t just about growing wealth — it’s about creating clarity, peace of mind, and the freedom to focus on what truly matters.

  • When you work with Pivot, you get more than just financial planning and investment management—you gain a trusted, long-term partner dedicated to helping you achieve your goals.

    Here’s what you get:

    • Unlimited access to your advisor: You’ll have unlimited calls, emails, and meetings with your dedicated CFP® professional.

    • Comprehensive portfolio management: We handle the day-to-day management of your investments, ensuring your portfolio is optimized and aligned with the game plan we’ll create together.

    • An actionable plan from the start: We’ll create a personalized financial action plan tailored to your goals, so you know exactly what to focus on first.

    • Ongoing progress tracking:
      We’ll meet at least 2x per year to review your plan, address new opportunities or challenges, and make adjustments as needed.

    • Online dashboard: Gain access to a personalized dashboard to monitor your progress and keep your finances organized in one place.

  • At Pivot, we’re committed to ensuring you know exactly what you’re paying and what you’re receiving before you commit. That's why our pricing is structured to reflect the value we provide — with no surprises or hidden fees.

    While every client’s situation is unique, most can expect:

    • A one-time initial planning fee to build your personalized financial roadmap. This fee typically starts at $1,500 and reflects the intensive work we do in the first 90 days to set you up for success.

    • An ongoing planning fee for ongoing guidance, proactive tax strategies, and investment oversight. For most clients, this is around $975 per quarter — and includes investment management for portfolios under $500,000.

    • For clients with portfolios exceeding $500,000, we waive the ongoing planning fee and shift to a simple, transparent investment management fee of 0.80% of assets under management.

  • At Pivot, we take a tax-first approach to wealth building, ensuring you keep more of what you earn while structuring your finances for financial freedom.

    Our approach is designed for professionals and business owners who want more than generic advice—they want a plan that aligns with their values, and vision for the future.

    Whether your goal is financial freedom, greater generosity, or a work-optional life, we ensure your strategy supports what matters most to you.

Stop guessing.
Start making progress.

Are you ready to pivot toward financial freedom?

We’re excited to meet you.