{"id":587,"date":"2021-10-08T12:48:47","date_gmt":"2021-10-08T12:48:47","guid":{"rendered":"https:\/\/qi147.qodeinteractive.com\/?page_id=587"},"modified":"2026-03-24T04:33:33","modified_gmt":"2026-03-24T04:33:33","slug":"company","status":"publish","type":"page","link":"https:\/\/pivotplanning.com\/es\/company\/","title":{"rendered":"Company"},"content":{"rendered":"<div data-elementor-type=\"wp-page\" data-elementor-id=\"587\" class=\"elementor elementor-587\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-92c03ab qodef-elementor-content-grid elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"92c03ab\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-da2b12b qodef-sticky-column--no\" data-id=\"da2b12b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-4ce5900 elementor-widget__width-initial elementor-widget elementor-widget-qi_addons_for_elementor_section_title\" data-id=\"4ce5900\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"qi_addons_for_elementor_section_title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"qodef-shortcode qodef-m qodef-qi-section-title qodef-decoration--italic qodef-link--underline-draw qodef-subtitle-icon--left\">\n\t\t\t\t\t\t<h1 class=\"qodef-m-title\">\n\t\tA different approach\t<\/h1>\n\t\t\t<div class=\"qodef-m-text\"><p>Pivot Planning was built around a simple idea: the most important financial decisions are rarely about markets. They're about life.<\/p><\/div>\n\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-5e80340 elementor-section-full_width elementor-hidden-mobile elementor-section-height-default elementor-section-height-default qodef-elementor-content-no\" data-id=\"5e80340\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7e76ae1 qodef-sticky-column--no\" data-id=\"7e76ae1\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-1e43499 elementor-widget__width-auto elementor-hidden-mobile elementor-widget elementor-widget-qi_addons_for_elementor_premium_social_links\" data-id=\"1e43499\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"qi_addons_for_elementor_premium_social_links.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"qodef-shortcode qodef-m qodef-qi-social-links qodef-layout--icon qodef-direction--vertical qodef-alignment--right\">\n\t<div class=\"qodef-m-content\">\n\t\t\t\t\t\t\t<div class=\"qodef-m-items-holder\">\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.facebook.com\/QodeInteractive\/\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"qodef-m-icon\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.linkedin.com\/company\/qode-themes\/\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"qodef-m-icon\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/twitter.com\/QodeInteractive\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"qodef-m-icon\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8d86670 elementor-widget__width-auto elementor-hidden-mobile elementor-widget elementor-widget-qi_addons_for_elementor_premium_social_links\" data-id=\"8d86670\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"qi_addons_for_elementor_premium_social_links.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"qodef-shortcode qodef-m qodef-qi-social-links qodef-layout--icon qodef-direction--vertical qodef-alignment--right\">\n\t<div class=\"qodef-m-content\">\n\t\t\t\t\t\t\t<div class=\"qodef-m-items-holder\">\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.facebook.com\/\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"qodef-m-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"36\" height=\"36\" viewbox=\"0 0 36 36\"><path d=\"M18,36A18,18,0,1,1,36,18,18,18,0,0,1,18,36ZM18,1A17,17,0,1,0,35,18,17,17,0,0,0,18,1Z\"><\/path><path d=\"M16.75,18H15.5V16.28h1.25v-1a2.76,2.76,0,0,1,.43-1.71,1.93,1.93,0,0,1,1.6-.56H20.5v1.72H19.31c-.3,0-.49,0-.57.16a.91.91,0,0,0-.11.54v.86H20.5L20.32,18H18.63v5H16.75Z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.linkedin.com\/\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"qodef-m-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"36\" height=\"36\" viewbox=\"0 0 36 36\"><path d=\"M18,36A18,18,0,1,1,36,18,18,18,0,0,1,18,36ZM18,1A17,17,0,1,0,35,18,17,17,0,0,0,18,1Z\"><\/path><path d=\"M14.83,13.31a.87.87,0,0,1,.66.28.94.94,0,0,1,0,1.32.87.87,0,0,1-.66.28.94.94,0,1,1,0-1.88Zm-.92,9.38h1.85V15.81H13.91Zm6.18-6.84a2.77,2.77,0,0,1,.64.21,2.2,2.2,0,0,1,.67.43,2.28,2.28,0,0,1,.5.76,3,3,0,0,1,.21,1.18v4.26h-2V18.35a.85.85,0,0,0-.23-.62.9.9,0,0,0-.69-.24,1.21,1.21,0,0,0-.48.1,1,1,0,0,0-.29.2.87.87,0,0,0-.14.27,1,1,0,0,0,0,.21v4.42H16.41V15.81h1.85v.55l.27-.22.14-.08.2-.1.19-.07a1.83,1.83,0,0,1,.25-.06l.26,0A4.73,4.73,0,0,1,20.09,15.85Z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/twitter.com\/\" target=\"_blank\">\n\t\t\t\t\t\t<span class=\"qodef-m-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"36\" height=\"36\" viewbox=\"0 0 36 36\"><path d=\"M18,36A18,18,0,1,1,36,18,18,18,0,0,1,18,36ZM18,1A17,17,0,1,0,35,18,17,17,0,0,0,18,1Z\"><\/path><path d=\"M21.83,15.23A4.47,4.47,0,0,0,23,14.89,4,4,0,0,1,22,16v.25a5.74,5.74,0,0,1-.39,2.06,6.36,6.36,0,0,1-1.1,1.88,5.47,5.47,0,0,1-1.85,1.38,5.83,5.83,0,0,1-2.5.52A5.67,5.67,0,0,1,13,21.14a4.1,4.1,0,0,0,.49,0A4,4,0,0,0,16,20.29a1.84,1.84,0,0,1-1.18-.41,2.12,2.12,0,0,1-.74-1,1.72,1.72,0,0,0,.39,0,2.51,2.51,0,0,0,.55-.06,2.06,2.06,0,0,1-1.64-2v0a1.77,1.77,0,0,0,.92.25,1.93,1.93,0,0,1-.92-1.7,2,2,0,0,1,.29-1,5.8,5.8,0,0,0,4.22,2.15,2,2,0,0,1-.06-.47,2,2,0,0,1,.61-1.45,2,2,0,0,1,1.44-.6,2,2,0,0,1,1.51.64,4.07,4.07,0,0,0,1.31-.49A2.08,2.08,0,0,1,21.83,15.23Z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-8177b6c elementor-section-full_width elementor-section-height-default elementor-section-height-default qodef-elementor-content-no\" data-id=\"8177b6c\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-916da82 qodef-sticky-column--no\" data-id=\"916da82\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-16305f7 elementor-widget elementor-widget-spacer\" data-id=\"16305f7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"spacer.default\">\n\t\t\t\t\t\t\t<div class=\"elementor-spacer\">\n\t\t\t<div class=\"elementor-spacer-inner\"><\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-50 elementor-top-column elementor-element elementor-element-db4aec2 qodef-sticky-column--no\" data-id=\"db4aec2\" data-element_type=\"column\" data-e-type=\"column\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5e519df elementor-widget__width-initial elementor-widget-tablet__width-initial elementor-widget elementor-widget-qi_addons_for_elementor_section_title\" data-id=\"5e519df\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"qi_addons_for_elementor_section_title.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"qodef-shortcode qodef-m qodef-qi-section-title qodef-decoration--italic qodef-link--underline-draw qodef-subtitle-icon--left\">\n\t\t\t\t\t\t<h2 class=\"qodef-m-title\">\n\t\tWhy Pivot Planning\t<\/h2>\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b613c46 elementor-widget__width-initial elementor-widget-tablet__width-initial elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"b613c46\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" viewbox=\"0 0 12 12\"><path d=\"M4.24,11.81.26,7.9A.7.7,0,0,1,0,7.37a.74.74,0,0,1,.21-.56.67.67,0,0,1,.52-.24.8.8,0,0,1,.55.2L4.59,10l6-9.7A.77.77,0,0,1,11.09,0a.71.71,0,0,1,.57.1A.8.8,0,0,1,12,.6a.74.74,0,0,1-.1.58L5.37,11.67a.31.31,0,0,1,0,.09l-.12.09,0,0a.54.54,0,0,1-.23.1H4.86a.17.17,0,0,1-.17,0H4.55l-.14-.07-.1,0,0-.05Z\" transform=\"translate(0 0)\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\"> Decisions over products<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" viewbox=\"0 0 12 12\"><path d=\"M4.24,11.81.26,7.9A.7.7,0,0,1,0,7.37a.74.74,0,0,1,.21-.56.67.67,0,0,1,.52-.24.8.8,0,0,1,.55.2L4.59,10l6-9.7A.77.77,0,0,1,11.09,0a.71.71,0,0,1,.57.1A.8.8,0,0,1,12,.6a.74.74,0,0,1-.1.58L5.37,11.67a.31.31,0,0,1,0,.09l-.12.09,0,0a.54.54,0,0,1-.23.1H4.86a.17.17,0,0,1-.17,0H4.55l-.14-.07-.1,0,0-.05Z\" transform=\"translate(0 0)\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Integrated planning (investments, taxes, retirement)<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" viewbox=\"0 0 12 12\"><path d=\"M4.24,11.81.26,7.9A.7.7,0,0,1,0,7.37a.74.74,0,0,1,.21-.56.67.67,0,0,1,.52-.24.8.8,0,0,1,.55.2L4.59,10l6-9.7A.77.77,0,0,1,11.09,0a.71.71,0,0,1,.57.1A.8.8,0,0,1,12,.6a.74.74,0,0,1-.1.58L5.37,11.67a.31.31,0,0,1,0,.09l-.12.09,0,0a.54.54,0,0,1-.23.1H4.86a.17.17,0,0,1-.17,0H4.55l-.14-.07-.1,0,0-.05Z\" transform=\"translate(0 0)\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Long-term focused<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"12\" height=\"12\" viewbox=\"0 0 12 12\"><path d=\"M4.24,11.81.26,7.9A.7.7,0,0,1,0,7.37a.74.74,0,0,1,.21-.56.67.67,0,0,1,.52-.24.8.8,0,0,1,.55.2L4.59,10l6-9.7A.77.77,0,0,1,11.09,0a.71.71,0,0,1,.57.1A.8.8,0,0,1,12,.6a.74.74,0,0,1-.1.58L5.37,11.67a.31.31,0,0,1,0,.09l-.12.09,0,0a.54.54,0,0,1-.23.1H4.86a.17.17,0,0,1-.17,0H4.55l-.14-.07-.1,0,0-.05Z\" transform=\"translate(0 0)\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Ongoing guidance through change<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t<div class=\"elementor-element elementor-element-2b162ff e-flex e-con-boxed qodef-elementor-content-no e-con e-parent\" data-id=\"2b162ff\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-6eb4984 e-con-full e-flex qodef-elementor-content-no e-con e-child\" data-id=\"6eb4984\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-a320a0a elementor-widget elementor-widget-image\" data-id=\"a320a0a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"768\" height=\"1024\" src=\"https:\/\/pivotplanning.com\/wp-content\/uploads\/2026\/03\/IMG_4750-1-768x1024.jpeg\" class=\"attachment-large size-large wp-image-4416\" alt=\"\" srcset=\"https:\/\/pivotplanning.com\/wp-content\/uploads\/2026\/03\/IMG_4750-1-768x1024.jpeg 768w, https:\/\/pivotplanning.com\/wp-content\/uploads\/2026\/03\/IMG_4750-1-225x300.jpeg 225w, https:\/\/pivotplanning.com\/wp-content\/uploads\/2026\/03\/IMG_4750-1-1152x1536.jpeg 1152w, https:\/\/pivotplanning.com\/wp-content\/uploads\/2026\/03\/IMG_4750-1-1536x2048.jpeg 1536w, https:\/\/pivotplanning.com\/wp-content\/uploads\/2026\/03\/IMG_4750-1-9x12.jpeg 9w, https:\/\/pivotplanning.com\/wp-content\/uploads\/2026\/03\/IMG_4750-1-scaled.jpeg 1920w\" sizes=\"auto, (max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-358d466 e-con-full e-flex qodef-elementor-content-no e-con e-child\" data-id=\"358d466\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-8c09a21 elementor-widget__width-initial elementor-widget elementor-widget-qi_addons_for_elementor_tabs_vertical\" data-id=\"8c09a21\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"qi_addons_for_elementor_tabs_vertical.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"qodef-shortcode qodef-m qodef-qi-tabs-vertical qodef-qi-clear qodef-layout--simple qodef-responsive--680 qodef-title-hover--sideline-draw qodef-title-sideline-from-top\">\n\t<ul class=\"qodef-tabs-vertical-navigation\">\n\t\t<li>\n\t<h5 class=\"qodef-tab-title\" role=\"tab\">\n\t\t<a href=\"#qodef-tab-5cecdb4\">\n\t\t\t<span class=\"q-text\">\n\t\t\t\tOur Philosophy\t\t\t<\/span>\n\t\t<\/a>\n\t<\/h5>\n<\/li>\n<li>\n\t<h5 class=\"qodef-tab-title\" role=\"tab\">\n\t\t<a href=\"#qodef-tab-6f8d360\">\n\t\t\t<span class=\"q-text\">\n\t\t\t\tWho we work with\t\t\t<\/span>\n\t\t<\/a>\n\t<\/h5>\n<\/li>\n<li>\n\t<h5 class=\"qodef-tab-title\" role=\"tab\">\n\t\t<a href=\"#qodef-tab-f36c851\">\n\t\t\t<span class=\"q-text\">\n\t\t\t\tHow we work\t\t\t<\/span>\n\t\t<\/a>\n\t<\/h5>\n<\/li>\n<li>\n\t<h5 class=\"qodef-tab-title\" role=\"tab\">\n\t\t<a href=\"#qodef-tab-7a0e367\">\n\t\t\t<span class=\"q-text\">\n\t\t\t\tAbout Jacob\t\t\t<\/span>\n\t\t<\/a>\n\t<\/h5>\n<\/li>\n\t<\/ul>\n\t<div class=\"qodef-tabs-vertical-content\" id=\"qodef-tab-5cecdb4\">\n\t<p>Wealth management is inherently complex. The goal is not to simplify it away, but to organize it\u2014so decisions can be made with clarity and confidence.<\/p><p>At Pivot Planning, advice begins with understanding the decisions that shape your life. Investments, taxes, retirement, and major transitions are not separate\u2014they are interconnected.<\/p><\/div>\n<div class=\"qodef-tabs-vertical-content\" id=\"qodef-tab-6f8d360\">\n\t<p>We work with individuals and families navigating meaningful financial decisions\u2014often at points of transition.<\/p><p>This includes those approaching retirement, managing concentrated wealth, experiencing liquidity events, or seeking a more integrated approach to planning.<\/p><\/div>\n<div class=\"qodef-tabs-vertical-content\" id=\"qodef-tab-f36c851\">\n\t<p>Our process is centered on understanding, organizing, and guiding.<\/p><p>We begin by clarifying priorities, bring structure to financial complexity, and provide ongoing guidance as life and markets evolve.<\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-1350\" src=\"https:\/\/pivotplanning.com\/wp-content\/uploads\/2021\/10\/client-hover-img-2.png\" alt=\"jj\" width=\"148\" height=\"64\" srcset=\"https:\/\/pivotplanning.com\/wp-content\/uploads\/2021\/10\/client-hover-img-2.png 148w, https:\/\/pivotplanning.com\/wp-content\/uploads\/2021\/10\/client-hover-img-2-18x8.png 18w\" sizes=\"auto, (max-width: 148px) 100vw, 148px\" \/><\/p><\/div>\n<div class=\"qodef-tabs-vertical-content\" id=\"qodef-tab-7a0e367\">\n\t<\/div>\n<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-778e8f3 elementor-section-full_width elementor-section-height-default elementor-section-height-default qodef-elementor-content-no\" data-id=\"778e8f3\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-83cc80e qodef-sticky-column--no\" data-id=\"83cc80e\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>","protected":false},"excerpt":{"rendered":"<p>A different approach Pivot Planning was built around a simple idea: the most important financial decisions are rarely about markets. They&#8217;re about life. Why Pivot Planning Decisions over products Integrated planning (investments, taxes, retirement) Long-term focused Ongoing guidance through change Our Philosophy Who we work with How we work About Jacob Wealth management is inherently [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"qi-full-width.php","meta":{"nf_dc_page":"","footnotes":""},"class_list":["post-587","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Company - Pivot Planning<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pivotplanning.com\/es\/company\/\" \/>\n<meta property=\"og:locale\" content=\"es_MX\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Company - Pivot Planning\" \/>\n<meta property=\"og:description\" content=\"A different approach Pivot Planning was built around a simple idea: the most important financial decisions are rarely about markets. 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