Our Approach

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.

Team Vista 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.

Sample Financial Plan