Our Approach to Fiduciary Advising
Financial independence gives you the freedom to live without limitation or worry. Shared Vision Wealth Group helps you get there by organizing and simplifying your finances to provide balance and peace of mind.
The Shared Vision Experience
Step 1: Introductory Conversation
We start by introducing ourselves, describing who we are, and how we help our clients. We discuss whether we’re a mutually good fit and then introduce you to our process and how we can help you organize, simplify, and find balance with your finances.
Step 2: Discovery Conversation
You talk. We listen. We discuss your…
- Values, goals, and financial habits
- Priorities and concerns
- Family dynamics and life events
- Risks and opportunities
- Cashflows (current and future)
- Assets and liabilities
- Tax considerations
- Other financial professionals you’ve worked with
Step 3: Plan Development & Implementation
Here’s where we get to work. We organize your financial picture, develop a Shared Vision with you, and then meet to discuss the plan and prioritize action items. Then we implement, discuss the next steps, and agree on a timeline for ongoing communications.
Step 4: Ongoing Monitoring and Reviews
We review your personalized plan and the progress made toward your goals. And then, we take this opportunity to make changes and updates as needed to address any new priorities you may have.
About Shared Vision Wealth Group
At Shared Vision Wealth Group, our objectives are aligned with yours, and we always act in your best interest. Trust is the foundation of an impactful, long-lasting relationship between you and your financial advisor, and we value your faith in us as your wealth management firm of choice.
Our Clients
Successful households (and business owners) looking for a solid plan for their financial future turn to us.
Our Approach
It’s all about you and your financial goals—we listen and get to know you, then deliver a customized experience.
Our Team
When you hire us, you get access to highly-skilled financial experts with proven track records.
Take Control of Your Future Today
If you’re ready to work with a financial planning firm that will truly understand you and your goals and create a tailored plan, let’s get started.
