STEP 1: GETTING TO KNOW ONE ANOTHER
The Beginning of Something Great
Discovery
We’ll use the time together to learn about your concerns, explore your current financial situation and identify your future goals.
Clarity
With a clear understanding of your unique personal and family circumstances, the Vance Wealth team will identify any planning gaps and recommend the appropriate strategies to optimize your short and long-term financial security.
Implementation
Once you're confident and comfortable about our partnership, we’ll work collaboratively with you to create a customized plan tailored to achieving your financial dreams of tomorrow.
STEP 1: GETTING TO KNOW ONE ANOTHER
The Beginning of Something Great
Discovery
We’ll use the time together to learn about your concerns, explore your current financial situation and identify your future goals.
Clarity
With a clear understanding of your unique personal and family circumstances, the Vance Wealth team will identify any planning gaps and recommend the appropriate strategies to optimize your short and long-term financial security.
Implementation
Once you're confident and comfortable about our partnership, we’ll work collaboratively with you to create a customized plan tailored to achieving your financial dreams of tomorrow.
A Financial Plan with a Purpose
Once you’re well established on the path to long-term financial success, we'll proactively schedule annual review and year-end planning sessions so we're well positioned to help reach your financial goals. From time-to-time, your life priorities shift so we’ll also use this opportunity to make any necessary adjustments. As your financial partner, we’re pleased to provide the following value-added services:
Quarterback / Team Leader
Planning for the future doesn’t have to stressful or complicated. We take it upon ourselves to advocate for you. Your partnership with Vance Wealth means we’re always available to provide leadership as circumstances in life change. we invite you lean on us to help make those difficult decisions with confidence.
Collaboration with Trusted Professionals & Your Family
We’ll make communication easy by working collaboratively with your attorney and accountant so all parties are aligned on your current and future financial planning needs.
Proactive Planning Meetings
Financial plans are dynamic as life’s circumstances and priorities are continually changing. We proactively meet with each and every client to continue vital communication and ensure their financial plan is performing optimally and constantly evolving to meet their needs.
A Financial Plan with a Purpose
Once you’re well established on the path to long-term financial success, we'll proactively schedule annual review and year-end planning sessions so we're well positioned to help reach your financial goals. From time-to-time, your life priorities shift so we’ll also use this opportunity to make any necessary adjustments. As your financial partner, we’re pleased to provide the following value-added services:
Quarterback / Team Leader
Planning for the future doesn’t have to stressful or complicated. We take it upon ourselves to advocate for you. Your partnership with Vance Wealth means we’re always available to provide leadership as circumstances in life change. we invite you lean on us to help make those difficult decisions with confidence.
Collaboration with Trusted Professionals & Your Family
We’ll make communication easy by working collaboratively with your attorney and accountant so all parties are aligned on your current and future financial planning needs.
Proactive Planning Meetings
Financial plans are dynamic as life’s circumstances and priorities are continually changing. We proactively meet with each and every client to continue vital communication and ensure their financial plan is performing optimally and constantly evolving to meet their needs.
