Perpetual Lifestyle Planning | Matt Wilson

Financial Planning, Wealth Management, Insurance, Birmingham Alabama

No matter your stage in life, you have goals, dreams, vision and plans.

What does your financial life actually need right now?
Maybe you have a destination in mind — retirement, financial freedom, a legacy for your kids — but the route there isn't quite clear.
Perhaps you've been at this for years, and it's time to lift your head, check the map, and make sure you're still headed where you meant to go.
Or maybe you're at the stage where the conversation shifts: less about building, more about what you leave behind.
Wherever you are, you deserve more than a dashboard and an algorithm.

 

We are a different kind of firm.
Yes, you can get portfolio management, financial planning, and risk analysis from a bot. Probably cheaper, probably faster. If that's what you're after, there are plenty of options.
But if you want someone who knows you, someone who sits with you in the hard decisions, who understands that money is never really just about money, that's what we do.
We are people serving people. We use technology to strengthen relationships, not replace them.
Our faith is not a footnote.
We serve the Lord, and that shapes everything about how we serve you - with honesty, humility, and a genuine desire to see you and your family thrive. If a decision weighs on you, we'll pray with you about it. That's not a line on our website. It's who we are.
If that resonates with you, we'd love to have a conversation — not about products or portfolios, but about what matters most to you.

I’m Matt Wilson, owner of Perpetual Lifestyle Planning.

My goal is to be your guide through life’s ups and downs. I help you discover what is most important to you – what your purpose is – and then work to make sure your financial picture matches where you see your life heading.

My number one goal is to make a positive impact in your life and I want to go above and beyond to serve my clients. In every meeting, I want to encourage you, guide you, and make sure we are holding each other accountable. This is a serious business, but I want us to have a great relationship and I want to have some fun working with you as well.

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Matt Wilson, Birmingham financial advisor
Matt Wilson, Birmingham AL

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Planning

Taking time to make financial, lifestyle and retirement plans is an important first step in achieving the lifestyle you desire, no matter your goals, age, wage, or current phase of life. There are too many variables in financial planning to make it one size fits all.

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Management

Your resources should work for you, and to do this they need to be managed by a trained and experienced professional. One who understands your goals, and can help you achieve them.

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Insurance

Insurance helps protect your lifestyle. It is a safety net for our families in tragic times, and a safeguard when work injuries or illnesses threaten our planning and goals. What kind, and how much, are individual decisions and should be explored with professional assistance.​

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Learn more about the planning, management and insurance offered.    Services

Mission Statement:

At Perpetual Lifestyle Planning it is our mission to Serve God and let that reflect in how we do business by making a positive impact in our clients’ lives daily.

Vision Statement:

We strive to be servant leaders and great stewards of the assets and relationships that are entrusted to us. Our clients are family to us and we value every relationship we have with the highest regard. The trust that is placed within us is extremely important and we will do our best daily to maintain and grow it.  We are building the best team of Lifestyle Planners in the country to develop lifetime relationships, serve our clients, and ensure that we leave them better than they found us every single day. We will help change lives in a positive manner and we will build better futures for every one that we have the pleasure of working with. No one will hold us to a higher standard than we hold ourselves because we work for the Lord and we aim to honor him every hour of the day.​

Core Values:

Honesty
Integrity
Trustworthiness
Holiness
Kindness
Love
Accountability

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matt wilson perpetual lifestyle planning

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