What CFPs Do With Their Money | 2026 Gee Financial Plan

Preston Gee CFP® and Jim Pilat CFP® of Peak Wealth walk through the 2026 Gee Financial Plan in this annual transparency episode. See how our advisors approach real life personal finances while working with clients every day. In this episode, Preston shares how he and his wife approach paying down debt building an emergency fund and thinking about risk tolerance as a young married couple. Simple practical strategies you can apply to your own financial plan.

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Peak Wealth Management is a financial planning and wealth management firm in Plymouth, MI. We believe by providing education and guidance, we inspire our clients to make great decisions so they can Retire With Peace of Mind.

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