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Our Life Design Process

Too often, financial professionals approach their clients’ with a specific product that they see as a good fit, rather than listening to the client to understand what they want and need and formulating a plan based around those objectives. At Vantage Financial Services, we focus on the processes and solutions that will help our clients get to where they hope to be and implement detailed steps to make sure our relationship works for both parties.

  • During our Life Design Process, we explain what we do, how we do it, and lay out the expectations you should have when working with us.
  • After discussing our roles, we decide if our relationship would be a mutually-beneficial one. We work best with clients who appreciate our knowledge and want a long-term, trusted relationship with their advisor.
  • From there, we work together to craft a plan that aligns with your needs, goals, and aspirations. We map out options and potential solutions that will optimize your outcome.
  • We will then present those potential solutions to you and help you identify and prioritize the solutions that are the best fit for you.
  • Finally, we proceed with the implementation process. We meet periodically to review and track progress of your situation and the solutions in place.

Our objective is to provide the best solution we can to optimize our clients’ outcomes.  We have decades of experience dealing with a broad spectrum of strategizing scenarios and have the experience to design, implement and provide ongoing service for you. You can contact us today to start your own Life Design Process.