Step 1: Explore
Second meeting if you choose to work with me
See where you are in life: life stage, budget, debts, potential risks, and investing experience
Step 2: Engage
I review and analyze the information we've discussed
Put together all the information we talked about to create recommendations and a timeline
Step 3: Enlighten
See which financial areas you need to address to reach your goals
Together, we adjust the plan and timeline until you are 100% satisfied
Step 4: Envision
Step by step we follow through with the recommendations in the plans
Prioritize the most immediate needs in your plan
Step 5: Empower
An annual review to look over your goals and your life's situation
Readjust your plan to remain consistent with your changing circumstances
Plan with Purpose
Not only do we want Millennials to prosper financially, we want to help them experience and spread the joys that come from giving and making an impact.
Book an introductory session to discuss your situation, goals, financial concerns, and receive financial education. From there, we can see if we can be of any service to you.
To express my gratitude for your consideration of working with us, Vantage Planning will donate $50 of my our money in your name to a charity of your choice.
Book a meeting today and join the #millennialmovement today.