Contact Us

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.

Learn More

Our Approach

It’s all about you and your financial goals—we listen and get to know you, then deliver a customized experience.

Discover How

Our Team

When you hire us, you get access to highly-skilled financial experts with proven track records.

Meet The Team

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.

(760) 349-1750

* Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP®certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.