Pinnacle Wealth
Contact Us

Start Your Journey of True Wealth through The Plumbline Process

Begin With Purpose. Build With Clarity.

What if your next financial move started with meaning instead of numbers?

The Plumbline Process is more than a quiz. It’s a blueprint for your life; one built around your purpose, your values, and your vision of True Wealth.

Led by Kevin Engbers, CFP®, CEPA®, Wealth Advisor and author of True Wealth, this video-guided online workbook walks you step-by-step through discovering your “why,” defining what really matters, and aligning your financial decisions with a life you actually want to live.

This is the start of living life by design, not default.

Ready to gain clarity, confidence, and direction?

Start the Plumbline Process now and take the first step toward Life Confidently Enjoyed.

Start The Process

Who is the Plumb Line Process For?

True Wealth looks different at every life stage—and the Plumb Line Process was designed with that in mind. Whether you’re launching into your career, juggling the demands of family life, planning your retirement, or building a legacy for future generations, this journey will help you align your values, your vision, and your resources for a life confidently enjoyed.

This process is for anyone ready to stop drifting and start designing a life rooted in purpose.

It’s especially helpful for:

  • 6. Misc Graphics / 1. Triangles / 2. 2 Arrow / 1. PrimaryCreated with Sketch. Young adults stepping into independence who want to define success beyond a paycheck
  • 6. Misc Graphics / 1. Triangles / 2. 2 Arrow / 1. PrimaryCreated with Sketch. Engaged or newly married couples who want to align their values before combining finances
  • 6. Misc Graphics / 1. Triangles / 2. 2 Arrow / 1. PrimaryCreated with Sketch. Parents (of toddlers to teens) looking to model and teach meaningful financial habits
  • 6. Misc Graphics / 1. Triangles / 2. 2 Arrow / 1. PrimaryCreated with Sketch. Busy professionals and business owners navigating complexity and craving clarity
  • 6. Misc Graphics / 1. Triangles / 2. 2 Arrow / 1. PrimaryCreated with Sketch. People in transition—such as after divorce or the loss of a spouse—seeking to rebuild
  • 6. Misc Graphics / 1. Triangles / 2. 2 Arrow / 1. PrimaryCreated with Sketch. Empty nesters and retirees pursuing renewed purpose and legacy-driven living
  • 6. Misc Graphics / 1. Triangles / 2. 2 Arrow / 1. PrimaryCreated with Sketch. Faith-driven organizations or workplaces that want to offer financial wellness in a deeper, more meaningful way

From the first time you earn a paycheck to the season where you begin giving generously from your abundance, the Plumb Line Process helps you build wealth that’s not just measured in numbers, but in joy, purpose, and peace.

a book by Kevin Engbers

True Wealth:

Financial Training for Every Stage of Life “As a longtime friend, advisor, and Carson Partner, Kevin infuses a sense of profound perspective and wisdom shared with clients around the country. His client-first focus shines through in helping others find their freedom. I can’t think of anyone who wouldn’t benefit from the advice, tips, and practical guidance he provides so thoughtfully throughout this powerful book.” —RON CARSON, CEO & Founder, Carson Group
Buy the book

Upcoming Events

We believe the journey to True Wealth is best experienced in community. Throughout the year, we host webinars, in-person workshops, and retreats designed to help you dig deeper into your purpose, gain clarity, and take confident steps forward both personally and financially.

Stay tuned for upcoming announcements and registration details.

Click to See More events

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.

Name(Required)
Address