Financial Planning

Financial planning isn’t just about the numbers. Far from it. It’s about you. It’s about what your dreams are, what your goals are. Financial planning is about your vision.

Planning for what lies ahead is the foundation for success. Rarely does someone stumble into success.

Like investing, a disciplined process to financial planning is the only way to make it happen.

“Success depends upon previous preparation, and without such preparation there is sure to be failure.”


Following a disciplined process in financial planning is the best way to make sure all areas are covered.

Vision Wealth Partners Client Process

  1. Establishing and Defining the Client-Planner Relationship
  2. Gathoring Information Necessary to fulfill the Engagement
  3. Analyzing and Evaluating the Client’s Current Financial Status
  4. Developing Recommendations
  5. Communicating the Recommendations
  6. Implementing the Recommendations
  7. Monitoring the Recommendations

Financial planning is critical to financial success. You need to have a plan of how the mission will be achieved. I came up with a simple, yet powerful process to help you get moving in the right direction.

Here is a quick rundown of how it works.

Step 1: The Discovery Call

This is where we discuss your situation, financial goals and vision of the future. We’ll identify your key concerns and I’ll take note of the specific questions or concerns you have regarding your financial situation.

Step 2: The Initial Analysis

I’ll conduct an analysis of your financial situation and address not only the questions and concerns you have about achieving your goals, but address anything new found in the analysis. Portfolio, tax, social security and spending analysis is all a part of this process.

Step 3: Stress Testing

Working together, we will identify different possibly scenarios and “stress test” your current strategy against those scenarios to identify gaps and holes. This step is eye-opening to most.

Step 4: Recommendations and Proposal

We’ll take a look at the recommendations I have to make sure you are on the right path to achieving your goals. We’ll outline a proposal that is clear and transparent for how we can work together moving forward.

Step 5: Action and Monitoring Review

2-4 weeks after implementing the plan we schedule a follow up to address any questions and usually to talk about additional steps we need to take in implementing. 

Financial Planning comes with a bona fide 100% Satisfaction Guarantee. Meaning, if you’re not satisfied, you pay nothing. It’s my commitment to you to make sure that you are on the way to turning your vision into reality. To get started with financial planning or ask questions, just use this secure, confidential contact form to contact me directly or check out the Work With Me page to learn more.

Work With John 

Your Retirement Won’t Fund Itself.

My mission is to help you turn your vision of the future into reality.

Join to learn how to plan for a successful retirement.