We align your resources to help you achieve the goal of leading your enriched life – your Private Vista.
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The wealthier you are, the less likely people around you may speak their minds. For us, honesty comes first, even if that means bringing you less positive news. We believe in an open relationship with our families. You are after all our client, not your money.
Being financially successful is wonderful, but along with its perks come worries and hassle. You have administrative, legal, fiscal, philanthropic and family matters to attend to and organize. We will serve as your single point of contact to coordinate your entire financial situation and the team of advisors.
Our Approach to Financial Planning
For many years the concept of a financial plan was a process that resulted in a large, physical document filled with graphs, charts and data that often proved to be inaccurate as soon as the next day’s stock market open.
Vista Team believes that financial planning is an ongoing process designed to provide timely advice as your life changes and evolves. We understand not only the details of your financial world but also your priorities and the goals that inspire you.
We model scenarios, what-if’s, potential outcomes so that you can plan proactively rather than reactively. It is about an ongoing relationship that strengthens and deepens in quality over time with mutual accountability.
What is a Financial Plan?
Your financial plan will likely address many components of your life, including retirement savings, investment strategies, tax planning, education planning, and more. Depending on what you need, your plan may emphasize some components more than others, or it may help you work toward multiple goals at a time. Whatever you choose to focus on, your financial plan will be your informative guide to help you make decisions that move you closer to your goals.
We begin by identifying your goals and prioritizing them in terms of what you need and what you want.
ASSETS AND LIABILITIES
Once we know your goals, we review your assets and liabilities to understand where you are today. This helps us know what you need to get to where you want to be and allows us to break down what you’ll need to do between now and then.
THE BIG PICTURE
The future will always be uncertain and you’re not in control of everything that happens to you. Our software lets us analyze different scenarios and choices, including how much risk you’re willing to take and the impact different scenarios might have on your plan.
The result is a high-level overview of your financial life. We use the plan to map out the decisions you need to make now and in the future, track your progress, analyze different scenarios, and evaluate the likelihood of you achieving your goals. The financial plan allows us to get you as close to achieving your needs and wants as possible.
Keep in mind that this is only a hypothetical plan to illustrate what a client’s plan may resemble should they work with us. Names and circumstances are completely fictional and are for illustrative purposes only. Be sure to seek the advice of a qualified professional for your particular situation and not rely upon any of the information to make personal financial decisions.