Home of the First Class P.I.L.O.T. Process and the JETBook

Welcome Aboard!


With your JETBook in hand, you'll be fully equipped to navigate your path with confidence and soar into the retirement of your dreams, it all starts with our First Class P.I.L.O.T. Process...

  • 1) P.I.L.O.T. Consultation and Discovery

    Prepare: Attend a local, live seminar event or stop by our office and meet with a financial services professional, who will establish a profile for your unique portfolio.


    Identify: Engage in a detailed discussion about your financial well-being, including a Color of Money Risk Analysis to understand your risk tolerance and financial goals.

  • 2) JETBook Meeting

    Locate: Based on the information gathered, a tailored retirement plan is crafted. This includes a formal presentation using tools like the Color of Money, Social Security Maximization, and Retirement Compass reports.


    Optimize:  Tailored recommendations to improve your financial situation.  You are encouraged to provide feedback to ensure the plan aligns with your goals and objectives.

  • 3) Signature JETBook Delivery

    Tailored JETBook: This is why we are the #1 financial firm in Indiana and why you choose to work with Plan Wise Wealth Group.  This is YOUR personalized flight plan built to match your retirement vision and priorities!

how we deliver...

At Plan Wise Wealth Group, you're not just a number—you're a valued partner on the journey to your dream retirement. Our P.I.L.O.T. process that leads to your signature JETBook is more than just a plan; it's a personalized flight path tailored to your unique goals and aspirations.


We pride ourselves on maintaining open and authentic communication, ensuring you feel heard and supported every step of the way. With our dedicated team by your side, you'll experience a planning process that prioritizes your ambitions and transforms them into a wise and actionable strategy for success.


Let us show you what makes Plan Wise Wealth Group the #1 financial firm in Indiana.

how we deliver...

After joining us for a live group event in  PART I, we'll meet one-on-one for your PART II analysis.


We'll analyze your current portfolio utilizing cutting edge technology.  We'll take you through each element of your current accounts and ultimately assign a risk score so you understand exactly how your current portfolio is performing compared to your personal risk tolerance.


Then, In PART III, we'll put it all together by giving you your Plan Wise Retirement Plan.  This plan is complimentary and does not require a commitment from us to receive. 

interested in meeting with us?

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