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Financial Planning, Less Complicated

Our process at Vista Del Mar Wealth Management is designed to personalize your experience and mindset about money to help you reach your most important financial goals.  We take the complexity of financial concepts and simplify it in a way that helps you feel confident about your plan.  Because we value transparency and trust, our approach helps us to determine if we're the right fit in building and maintaining a long-term relationship.  We want you to feel empowered by your financial decisions, and that starts with choosing us as your financial partner.

Step 1: Share Your Vision With Us

Step 1: Share Your Vision With Us

Schedule a Discovery Call 

  • We want to hear about what you're most passionate about and your most important financial goals.

  • What are the barriers or challenges that are preventing you from reaching an unrestrained financial life?

  • We discuss next steps on how we can help you achieve wealth empowerment.
Step 2: Understand Your Wealth Journey

Step 2: Understand Your Wealth Journey

Our Strategy Session

  • Deep dive into your most important financial goals.

  • Understand how the barriers or challenges keep you from achieving your goals.

  • Review income and financial resources to work towards your goals.  

  • Determine next steps your wealth journey.
Step 3: Let's Get to Work

Step 3: Let's Get to Work

The Best Route for You 

We designed three platforms to clearly map out how to optimize your wealth.  

  • Holistic Wealth Planning - Comprehensive, multi-goal planning, which may include investment management.  

  • Money Mentorship - Foundational money coaching to help organize your finances and set you up for financial success. 

  • Project-Based Session - Planning for one specific financial goal.

Step 4: Navigating the Waters Together

Step 4: Navigating the Waters Together

From Goals to Reality

  • Depending on your platform, we discuss your progress, outline action items and establish collaborative check-in reviews for your plan for years to come.

  • Your membership access to our resources and tools will help you stay educated and empowered in your professional and personal growth 

  • When major life changes happen, we'll be there to guide you and make adjustments to your plan.

We're ready to get started; are you?  Schedule your Discovery Call with us today.

Thank you!