Incline Financial Planning was founded by an American Airlines pilot to serve fellow AA pilots who want more than generic financial advice.

We live this career. We understand the schedules, the contract cycles, the benefit elections, the pension decisions, the mandatory retirement timeline, and the pressure to turn strong income into lasting family wealth. That firsthand experience shapes every recommendation we make.

You don’t need a generalist advisor. You need a financial co-pilot who understands your cockpit.

A Financial Operating Manual for Your Life

Every successful flight follows a checklist and a proven operating system. Your finances should be no different.

At Incline Financial Planning, we use a time-tested planning framework we call the Financial Operating Manual — a structured, repeatable process tailored specifically to American Airlines pilots. It brings clarity to complex decisions, creates consistency through career transitions, and keeps your long-term goals on course.

This isn’t guesswork. It’s disciplined planning, built to perform in the real world.

Fiduciary. Fee-Only. Always on Your Side.

We are a fee-only fiduciary firm. That means:

• No commissions

• No product sales

• No hidden incentives

Just clear, conflict-free advice — always in your best interest.

We combine comprehensive financial planning with disciplined investment management so every dollar has a purpose and every decision fits into a long-term strategy.

Why Incline Financial Planning?

Our name comes from Pittsburgh’s historic Incline — a steady, reliable vehicle that carries people from the river’s edge, with limited visibility and one clear direction, up to the top of Mount Washington where the view is wide, clear, and full of possibility.

That’s exactly how we approach your financial life.

One deliberate step at a time.
Steady progress.
Rising clarity.
Expanding opportunity.

Our Mission Is Simple

We help American Airlines pilots build clarity, confidence, and lasting wealth — so money supports the life you want today and the freedom you want tomorrow.