Comprehensive Financial Planning & Advice

A good financial plan outlines your current financial situation, long-term monetary goals and strategies to achieve those goals. It helps you make the best use of your money so you can live for today. But it also ensures you can accomplish future plans, like sending your children to college, buying a bigger home, leaving a legacy, or enjoying retirement.

The life of each of our clients is different. That's why we get to know you, ensuring we can tailor and customize a financial plan just for you.

We also believe that personal financial planning is an ongoing process, and as your financial advisors, we’ll help you make adjustments as “life” happens and changes come your way.

How We Create & Manage Your Financial Plan

Our team of

professionals will design a plan that evaluates your current situation. We’ll analyze your assets, income, and expenditures to identify:

• The Day-to-Day: Where are you currently?
• The Big Picture: Are you on track to reach your goals, and if not, what needs to change?
• The Path: How can we best prioritize goals? How can we optimize for efficiency and simplify decision-making on our path forward toward goal achievement?

We’ll then provide regular reviews and modifications to your financial plan, ensuring it stays current and dynamic. As fiduciaries, we are bound to act in your best interest, so your goals drive your investments, not the other way around.

Although retirement looks different for everyone, we all want financial security and the autonomy to be able to spend our valuable time on the things we love and cherish.

Many view retirement as a destination. At Shared Vision Wealth Group, we view it as a lifetime journey. We'll help guide you and determine how much you need to meet your needs and enjoy the things you love. Achieving financial security today helps you enjoy a comfortable retirement throughout many tomorrows.

Of course, getting to a place of financial confidence can be a challenge, but it can be achieved with careful planning and follow-through. And that's where Shared Vision Wealth Group comes in.

As your fiduciary, we’ll help you organize and review your current financial state, assess your cashflows, and conduct a thorough portfolio review. Our team will carefully plan for dynamic changes like inflation, rising tax rates, and increasing healthcare expenses. We’ll also help you optimize your income distribution strategy. Get Advice On…

• Income (Pensions, Social Security)
• Expenses (Healthcare, Taxes)
• Investments
• Major Purchases and Sales (New Home, Selling a Business)

Life is known for throwing curve balls. As financial planning experts, we’re here to help you prepare for those twists and turns and make the adjustments needed.

Some life events are welcomed and joyous, like weddings and the birth or adoption of children. Others cause heartache and grief, like a divorce or the death of a loved one. We’re here to help you prepare and navigate life’s many changes.

Be Prepared For…

• Getting Married
• Having Children
• Going Through a Divorce
• A Death or Major Illness

Many of our clients desire that their wealth and legacies be focused on making the greatest impact for the people and causes they cherish while minimizing the negative effects of taxation, disagreements amongst loved ones, and unexpected expenses.

We practice multi-generational financial planning so that our clients and their families can realize these desires. We show our clients how to optimize their efforts toward providing support and instilling good investing habits in those they love.

Learn About…

• Gifting Strategies
• Charitable Gifting
• Education Planning
• Roth IRAs for Children
• Caring for Loved Ones

For those who are in upper-level management, there are often both financial and non-financial benefits that come along with the job. Because these can be complex, reviewing your options, understanding your risks, and the importance of the timing of your decisions (and coordinating with other key advisors, such as tax and legal experts) is essential. We can help you easily navigate these waters.

Review Your Options…

• Annual Incentives
• Long-term Incentives
• Stock Options
• Deferred Compensation