ABOUT ME

My name is Nico Felipe, a Certified Financial Planner® and the founder of Vantage Planning.

 

After 4 years in the industry, I realized that money is one part of the bigger picture, which is your Life. Life encompasses your money, relationships, health, spirituality, experiences, personal growth and purpose.

 

Instead of being a traditional financial advisor  who focuses on products, I decided to start Vantage Planning in hopes of aligning people’s use of money with the life they want.

 

Outside of work, you can find me hiking, backpacking, traveling, playing ultimate frisbee, or being a nerd and reading. I make an effort to try new things and step out of my comfort zone because… why not? 

WHAT TO KNOW

There are a few things that make Vantage Planning unique that are probably important for you to know up front:

Vantage Planning is a fee-based financial planning firm. Instead of focusing on products, I want to focus on planning and giving the right advice. This helps provide objective guidance and ongoing servicing.

We can meet virtually! So, you can show up for a meeting in your pajamas and that’s 100% okay!

I want to help you redefine what being “rich” means to you. By working together, you will get clear with what makes you tick and what makes you happy. Then we will work backwards to shift how you use, spend and invest your money to get to that end-goal. 

MY VALUES

Talking about life and money could be very personal and intimate. It's very important to make sure you really connect with your financial planner. This is why I'm very upfront with my values, to see if it resonates with you. If it does, we might just get along!

Vision

Having an exciting vision for the life you want allows you to tap into a well of energy that fuels change and action.

Purpose

Gratitude

Finding an appreciation for all that

you have and the people in your life

enriches all of your experiences and

achievements.

Passion

Finding passion in the things you do will turn every day into a new adventure.

You will be surprised how much joy and abundance you receive from serving others.

DOES THIS SOUND LIKE YOU?

Does any of this resonate with you? If so, we may be a good match!

Book a free consultation to see if my services can help you with your situation!

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