WHAT TO KNOW
There are a few things that make Vantage Planning unique that are probably important for you to know up front:
Vantage Planning is a fee-based financial planning firm. Instead of focusing on products, I want to focus on planning and giving the right advice. This helps provide objective guidance and ongoing servicing.
We can meet virtually! So, you can show up for a meeting in your pajamas and that’s 100% okay!
I want to help you redefine what being “rich” means to you. By working together, you will get clear with what makes you tick and what makes you happy. Then we will work backwards to shift how you use, spend and invest your money to get to that end-goal.