An Education Initiative of Pinnacle Wealth
An Education Initiative of Pinnacle Wealth
Forty years, thousands of families, one process. Whichever season you’re in, there’s a way to walk the Plumbline with Kevin directly.
"True Wealth is everything you have that money can't buy, and death is unable to take away."
One-on-one customized coaching to guide you through the plumbline process in pursuit of your vision of True Wealth.
Coaching for the whole family, so the language and the documents move forward together.
For current Pinnacle Wealth clients, we guide you through the Plumbline process and tie it to your financial plan.
Aligning on money before money divides you. Also the heart of the Couples Retreat below.
Bring the Academy to your team as a benefit they’ll actually finish.
Each stage carries its own questions. Book the track that matches the season you — or someone you love — is standing in right now.
“What they repeat, they remember.”
For parents and grandparents building age-appropriate financial literacy early.
“Where independence meets instruction.”
Financial literacy and values exploration for teens.
“Try, fail, learn, succeed.”
Establishing purpose and intentional goals in early independence.
“You’re not done, you’re just getting started.”
Realigning purpose from accumulation to fulfillment.
“Giving from abundance. Leading with wisdom.”
Generosity, storytelling, and legacy planning.
A weekend built for couples ready to align on money before money divides them — led personally by Kevin. Honest conversation, shared language, and a plumb line you hang together.
Dates aren’t set yet, so the retreat is waitlist-only. Waitlist members hear first and choose their weekend before it opens publicly.
Add your name and we’ll reach out first when the weekend is scheduled.
20 minutes, no pressure, just a conversation about which path fits.
You’ll speak with Kevin directly. Come with the season you’re in, whatever questions are sitting unanswered, and we’ll figure out together which of the paths above is the right first step.
Twenty minutes, nine dimensions, no math. Hang the plumbline first — then decide what kind of help you want.
