We believe strongly that investment, retirement, and financial planning are not products we sell, but an activity we go through together. Everything starts with a complimentary meeting where you'll meet your team and learn more about our firm. It's the beginning of a 5-step process toward implementing a targeted and effective financial plan.
Your team will review the past year's performance, provide guidance on financial or global events that could have an impact in the near term and answer any questions you have along the way. We can also explore hypothetical scenarios to help inform decision-making, factoring in options such as retiring early or purchasing a vacation home.
Of course, you're always welcome to reach out to us with ideas or questions, no matter what time of year it is. Because living greater shouldn't wait.
At VLP we believe in partnering with you to take a holistic approach to financial management, aligning your investment and financial decisions with your values.
All of our Advisors are Certified Financial Planner™ (CFP®) practitioners and are committed to helping you live greater through our holistic financial services.
Contact us today to learn more about the VLP Live Greater Partnership™ and how we can help you live your best life at every life stage.