What Makes V&T Different
Our Process
Thorough analysis helps us find the proper solution for your personal or business needs, focusing special attention to your unique situation. This is why we approach working with you based on what you want and need your results to be. Our four-step process will help ensure that you get on course to efficiently achieving your goals and remain on as life unfolds:
01
Analyze
Before we recommend strategies, we get a clear understanding of your financial objectives.
02
Recommend
We provide you with options so you can choose the one best suited for your situation.
03
Implement
Once you’re satisfied with a strategy or combination of strategies, we work with you to implement and help ensure the end result you seek.
04
Review
Because your financial situation is bound to change, we have periodic reviews to help you monitor the strategy – or strategies – in place and their capacity to continuously meet your goals.
Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.
