Vision Quest Process

WHAT TO EXPECT

Vision Quest Initial Meeting

Understanding You
and Your Needs

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45-60 minutes
via video call or in person

  • Get to know us and our company

  • Share with us your dreams and vision for your ideal life

  • Share with us your major financial concerns

  • Initial review of your current planning and investments

Vision Check Meeting

Identifying
major issues

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45-60 minutes
via video call or in person

  • Risk analysis

  • Cost analysis

  • Tax analysis

  • Income analysis

  • Identification of areas of potential weakness

  • Summary discussion of potential solutions

Vision Conversion Meeting

Converting your vision to
help it become your reality

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45-60 minutes
via video call or in person

  • Review of recommendations

  • Income plan

  • Tax strategies

  • Estate plan

Start your Vision Quest Process