YOUR PLAN

Vantage Planning is different than most financial advisory practices out there. I focus on a fee-based structure that doesn’t require you to have a million dollars before I can help you.

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My planning process revolves around your situation, your values, your goals and what you want out of life. The conversation does not revolve around products, but your life.

Gain clarity with your current situation, life transitions to plan for, and goals to strive towards

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Organize and simplify your finances so you can focus on what's important to you

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Develop strategies to optimize your investments, review your insurance, plan for retirement, minimize your taxes, and pay off debts

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Gain accountability on implementing your financial plan

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We'll work together over time to help you achieve your non-traditional goals and your bucket list

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Ongoing review and changes to your financial plan, to account for your always-changing life, tax changes and government programs

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Have ongoing access to a CFP® to ask your financial questions and get a second opinion on decisions

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(Click here to see a sample engagement and servicing calendar)

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Who is this for?

You're happy to offload and delegate your finances to focus on your family, business, career, and life

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You want ongoing accountability and guidance to ensure you reach your financial and life goals

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You value the advice and second opinion of a trusted advisor to make sound financial decisions

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You expect changes in your life and financial situation that you want to plan for

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You're striving for financial independence and need support speeding up the process

How much does it cost?

Ongoing financial planning starts at 1% of assets that I help you manage. If you have $50,000 of assets under management, the fee will be $500/year, as long as we choose to continue to work together.

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As your assets increase, the fee will start to decrease on a sliding scale. The fee starts adjusting once your assets reach above $250,000.