Work With Vision Wealth Partners

Which best describes you?

Young Professional / Millennial

Retiree / Established Career

Entrepreneur / Business Owner

“Leadership is the capacity to translate vision into reality.”

Warren Bennis

Young Professional / Millennial

My Situation: I am in my 20’s or 30’s. I’m busy and focused on my career, growing my income and possibly starting a family. Because I’m busy, I need help deciding how much to save in my 401(k) and how to invest the money I’m saving. I have student loans that I want to get rid of. Should I pay them off first or invest first? How much of my salary should I invest? We just had our first child, should we start saving for college? I know I need to be taking more action with money but I have questions about which route is the best to take. I don’t have a ton of money in investments yet, but I value financial advice and would like to work with a professional.

Solution: Quick Start Session

The Quick Start package is designed for the busy young professional who is just getting started with investing and needs professional advice to make sure they are set up for success.

What You Get:

    1. 90 minute appointment to dive into the financial topics you are concerned about.
    2. An asset allocation on your 401(k) or work retirement account(s).
    3. A review of your benefits package with a 1-2 page summary on which programs you should choose to maximize your company benefits.
    4. A 1 page summary plan to get out of debt.
    5. 6 months unlimited email support.

How to Get Started: If this describes you, shoot John a message using our confidential contact form and we’ll schedule a 30 minute call to talk about how to get started. Wonder what the first meeting is like? Here it is.

 

Retiree / Established Career

My Situation: I am in my 40’s, 50’s or 60’s. I’m established in my career and retirement is on my mind. I may be retiring soon. I’ve been saving and investing for retirement but I’m wondering, is it enough? How much do I need to retire? Is the amount of money I have going to last the entire length of retirement? I may have a sizable amount saved, how do I avoid my investments going down before retiring? When should I start taking Social Security? What if I just continue doing what I’m doing? Hows that look?

Solution: Results in Advance Planning

Results in Advance Planning is all about looking at the different ideas and scenarios you have for the future and seeing the results of those scenarios in advance, BEFORE making big decisions or commitments. It’s so much smarter to test these up front.

What You Get:

  1. 90 minute Discovery Appointment to ‘Get Financially Organized’ and talk about your financial goals.
  2. Recommendations in the following areas: cash flow planning, debt repayment, investments, retirement planning, social security, insurance, estate planning and tax planning.
  3. Receive a probability of achieving goals based on current course.
  4. Receive a ‘What-if” analysis, where we stress test different scenarios and how they affect your course.
  5. A review of your benefits package with a 1-2 page summary on which programs you should choose to maximize your company benefits.
  6. A 1 page summary plan to get out of debt.
  7. 90 minute Recommendation Appointment to review plan, action steps and answer additional questions.

How to Get Started: If this describes you, shoot John a message using our confidential contact form and we’ll schedule a 30 minute call to talk about how to get started. Wonder what the first meeting is like? Here it is.

 

Entrepreneur / Business Owner

My Situation: I’m a visionary entrepreneur or business owner. My main focus is on growing and building my business. I need to create income streams outside of my business to protect against a market shock. I am smart enough to handle my finances but I don’t have the time or energy so I want a ‘personal CFO’ type of advisor that will work with me to accomplish my goals and keep me up to date with important things I need to know. I need to plan for my own retirement and might also want to provide a retirement plan for my employees. I need to figure out how much I can sell my company for. Just like I put together a plan to grow my business, I want a plan to be successful financially. I like to work with people who ‘tell it like it is.’

How to Get Started: If this describes you, shoot John a message using our confidential contact form and we’ll schedule a 30 minute call to talk about how to get started. Wonder what the first meeting is like? Here it is.