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Our Financial Planning Process

At VLP Financial Advisors our advisors and their teams take a holistic approach to financial planning. We believe that financial planning is a process not a product. It involves discovering your goals, identifying your resources, and developing a customized plan to pursue those goals.

Our process starts with an introductory meeting. In this complimentary meeting one of our experienced advisors will introduce themselves, our firm, and what we offer. The advisor will also ask you what kind of financial advice you are looking for- are you looking for answers to specific questions? Or, do you just feel you would benefit from some professional advice? Rest assured that all personal information disclosed to your advisor is confidential. To help chart a course for your financial future, we follow a time-tested 5-step process that is realistic in its approach and squarely focused on helping you achieve your goals.