Markets fluctuate but relationships shouldn’t. At Vision Investment Planning, we desire to know more about you than your balance sheet. We want to understand who you are and what you want to accomplish so we can tailor our advice and service to your life plans.
Making introductions
Our initial appointment is designed to see if you and our team will work well together. It is an informal yet personal conversation to give you an opportunity to tell us about yourself. What are your aspirations? What makes your heart sing? What keeps you up at night? What do you value most?
Creating a plan
Our next appointment or two will focus on developing a financial plan that addresses your goals and concerns. Using what you have shared with us, we will research appropriate investment options and strategies, creating a customized plan for you. We’ll share the plan in an interactive and visual overview, exploring different scenarios and answering key questions around goals such as retirement, education funding, taxes, and other wealth management issues .
