Hefren-Tillotson MASTERPLAN®

Take Control of Your Financial Future

Our MASTERPLAN® approach puts you on the path to your financial goals.

What is the MASTERPLAN?

The MASTERPLAN approach to personal financial planning process was created in 1948 by founder Willard "Bill" Tillotson.

The key to its time-honored success is the four-step approach that helps investors reach their most ambitious goals through meticulous financial planning.

No matter what you’re envisioning for your future, MASTERPLAN is the path that gets you there.

Willard "Bill" Tillotson
Step 1

Meet face-to-face to learn about you and gather documents

Getting to know you is one of the most important steps in the MASTERPLAN financial planning process. Your beliefs about life, your ideas about money and your personal values will shape the plan we ultimately create for you.

Step 2

Determine your goals, priorities and risk tolerance

By looking at your unique situation and asking the right questions, we’ll begin to envision the financial plan that best suits your short- and long-term needs.

Step 3

Develop your own personal financial plan in writing

Your plan will be as unique as your fingerprint. You’ll receive it in writing and rest assured, as a privately-held firm, we’ve chosen from among the best world-class money managers and securities without the conflicts of interest or restrictions involved with the proprietary products you’ll find at other financial planning firms.

Step 4

Implement strategies, then adjust regularly as situations arise

Now we put it into action, taking care to be completely objective in managing your investments. Because the MASTERPLAN financial planning process is a personal investment in who you are as an investor and as a person, it’s likely to evolve with you, and as new considerations arise. That’s the power of the MASTERPLAN approach.

Let's Talk

With six convenient locations in the Pittsburgh region, we are always ready to help you. Contact us for a no-obligation consultation.

Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.