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.
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.
I help empower Millennials who are looking to...
This is for those who are starting to get their financial life in order and don't know where to start or need some guidance. We work together through a collaborative process over 6 months to help you feel confident and empowered with your finances!
Who is this for?
- Professionals starting their first career
- Entrepreneurs figuring out the money side of business
- Those who get confused dealing with finances and need organization or clarity
- Anyone who wants to get out of debt and take control of their financial life
This is for those who want to optimize their plan to make sure their money is working as hard as it can for them! We work together over two meetings to get clear with what you're working towards, what you're currently doing and uncover what leaks or gaps there are in your plan. Let's get you to your financial goals faster!
Who is this for?
- Couples looking to co-mingle their finances
- Business owners looking to organize their personal and business finances
- Ambitious Millennials striving for financial independence
This is for those who want to plan and protect themselves in case of an event that creates a large financial impact (ie. - death, disability and illness). This is for anyone who has dependents or want to plan for the risks that come with life.
Who is this for?
- Families with young children
- Those who have a mortgage and don't want mortgage insurance
- Self-employed individuals who do not have group benefits to protect them
- Clients with corporations who need to protect their staff and their business
If you're still unsure if working with me makes sense for you, feel free to book a free consultation to see if I can be of service to you. Perhaps we may still be a good match, even if you don’t fit the profiles above. And if not, I will try my best to guide you in the right direction or to another financial planner who may better suit your situation!
Frequently asked questions
Is there a minimum to start working with you?
No there is not. The benefit of being a fee-based planner is that I get to work with clients that don't have a million dollars to invest. I charge based off of the complexity of your situation and the amount of time required.
Can I choose to work with you on an ongoing basis?
After the initial engagement, you can choose to review your situation and financial plan with me at any time in the future.
Where do we meet?
All meetings will be done virtually through a phone call or video call (Zoom or Google Meet).
When is the best time to meet with a financial planner?
It makes sense to meet with a financial planner when you have a specific financial or life goal you want to plan for. Even if you don't have a specific goal, it makes sense to meet with a planner 2-3 years before any major life transition you expect (ex. - buying a home, having a child, starting a business, heading into retirement).
How much do these services cost?
As you can see above, there are a few different services I provide. Each one of these differ in pricing and it depends on which of these services fit your needs best.