Our Fees & Services

A quick breakdown of the costs & full process of working together:

Flat-Fee Planning

From $4,200/Year +

Best for those who prefer DIY investment management or need help planning for the most important areas in their financial life

Included:

Written comprehensive plan
Unlimited meeting time
Ongoing guidance
Retirement planning
Tax analysis & strategy
Company benefit planning

Planning + Investment Management

From 0.35% - 1.25% of AUM (Assets Under Management)

Best for those who want their total financial picture (investments + personal finances) managed by a professional

Included:

Everything in Flat-Fee Planning +
Tax-loss harvesting
Withdrawal strategies
Investment optimization
Investment account selection
Comprehensive planning & advice

Minimum annual fee is $4,200 for either service—fees vary based upon total assets invested and/or planning complexity.

Our Process

Financial Planning Journey

A breakdown of what it looks like to work together:

Getting Started with Vision Wealth

Step 1) Talk with us

You are welcome to have an introductory visit with us at no charge. This is a short, get-to-know-you meeting where we can learn about each other and see if we will be a good fit working together. This can be in person, by Zoom, or just by phone.

We rarely do business on a first meeting - our goal here is simply to learn about you, what your needs are, and make sure that we are the right people to help you. If we're not, then we'll be happy to refer you to someone who's a better fit.

Step 2) Get a plan

Once we decide to proceed forward, we will design a detailed financial plan that contains specific, actionable recommendations to address any needs or issues you told us about earlier.

We will build the plan together to ensure accuracy and that everything you need was addressed, as well as make any adjustments as necessary.

After we've finished your plan we then get started on helping you complete any action items and guide you through the steps going forward.

Ongoing service & maintenance

Step 3) Cheers!

Your part's done, now it's time to relax! With your initial plan in place, it's now our job to take the wheel and guide you from here on out. We will follow up regularly to make sure your steps get completed and begin to monitor future progress.

And the service doesn't stop there either, it's just beginning. When you become a client we make a commitment to be there for you.

Times change, but we will be here to monitor and adjust your plan on a regular basis to make sure it stays relevant.

Let's work together

Most people want to make better financial decisions. But many feel unsure about which steps to take and a bit overwhelmed with all the details.

Financial planning doesn't have to be complicated. We make it simple by giving you a personalized plan with specific steps to put in place, so you know exactly which direction you need to go. Clear, concise, and understandable.