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Financial Planning Best Practices

Eric DunnRoman Polnar is the Founder and Managing Partner of Pillar6 Advisors, a multifaceted financial planning and wealth management firm geared toward serving successful individuals and families with active lifestyles. Roman is also a Partner at Pillar6 College Planning, where he helps families unlock debt-free money from the financial aid system so they can avoid loans and navigate the system with ease.

Roman has over 18 years of experience in the financial services profession, working for some of the nation’s most recognized names. After 10 years in the corporate world, he left to build an independent firm that would do things differently, and that’s when Pillar6 Advisors was born.

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Here’s a glimpse of what you’ll learn:

  • Roman Polnar explains why he started Pillar6 Advisors
  • How Roman's background influenced his entrepreneurial journey
  • What makes Pillar6 Advisors different?
  • Roman's approach to financial planning, lifestyle planning, wealth management, and insurance and risk management
  • The biggest regrets people have about their financial decisions
  • Why financial aid planning is essential — and Roman's advice on the best time to start
  • Roman explains what financial advisory involves
  • The best piece of advice Roman has ever received

In this episode…

There are many aspects of financial planning — taxes, cash flow, investment, risk insurance, estate and legacy, retirement, and goal planning. Where does anyone begin?

As Roman Polnar says, financial planning is an essential structural exercise that aligns people and organizations with their goals. Finding balance is necessary in order to create amazing experiences and live a happy, stress-free life. So when is the right time to think about financial planning? How can you put all the aspects of financial planning together in a well-coordinated manner?

In this episode of the Pillar6 Podcast, Roman Polnar sits down with Chad Franzen of Rise25 to discuss financial planning best practices to coordinate your finances. Roman explains what financial advisory involves, shares his approach to lifestyle planning and wealth management, and discusses the biggest regrets people have about their money decisions.

Resources mentioned in this episode:

Sponsor for this episode

This episode is brought to you by Pillar6. Pillar6 is a wealth advisory firm for successful individuals and families with active lifestyles.

Our clients appreciate having clarity and control over their finances and the peace of mind in knowing that their financial decisions are aligned with their core values, goals, and priorities. We provide financial planning services and wealth management services.

Schedule your complimentary discovery call to talk to us.

To learn more, go to www.pillar6.com or you can email us at welcome@pillar6.com.