Make exemplary financial and investment decisions.
With our advice subscription package, you’ll receive financial and investment guidance from a CFP® professional whenever you need it.
See if our expertise matches with your needs.
Advice is often best when it’s ongoing.
These days, subscription services are available for just about anything: ranging from movies and music to shaving clubs and meal delivery. Why not add financial services to the mix? Now, you can enjoy a subscription to ongoing financial and investment advice from a CFP® professional—helping you make the right decisions on a regular basis. Our subscription service provides access to a variety of perks spanning advice, technology, and education.
See if our expertise matches with your needs.
Advice
Think of this “advice” component as a financial GPS to help navigate complex life scenarios. Buying a home and have questions about which mortgage to choose? Changing jobs and confused about a 401(k) rollover? A financial advisor is always there to guide subscribers through these situations and those far more elaborate.
Also included:
Investment Roadmap
We’ll build a plan for your investments so they align with your goals, risk tolerance, and time horizon.
Portfolio Review
Economic conditions and your own personal circumstances will naturally evolve over time. With this in mind, we’ll review your investments on a periodic basis to determine if changes are necessary moving forward.
Essentials Audit
We’ll ensure you’re successfully managing various aspects of your financial life such as insurance, employee benefits, and estate-planning documents.
Annual Checkup
We’ll meet once a year to assess if you’re on track to achieve each of your objectives—just like your annual physical, but far less stressful.
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Technology
Your subscription includes a few technology-based services including:
VR Connect
Our cloud-based wealth management platform provides safe storage for your important documents as well as account aggregation features for a consolidated view of your finances.
VR Risk Score
In determining your risk tolerance, we’ll remove any subjectivity from the process by using the latest technology to pinpoint your own personal risk number.
Monthly Pulse
This quick email survey will gauge how you’re feeling about current markets/your financial future and helps us take action, if needed.
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Education
Further educating our clients is one of our top priorities; plan subscribers are the first to receive our insights and commentary on U.S. and global markets as well as any other content we publish.
See if our expertise matches with your needs.
Pricing and other considerations
Fees
Our advice package comes with an annual price tag of $750.
You also have the option of paying $69 on a monthly basis, but either which way, payment ($750 or $69) is due upon initial engagement.
Other Stuff to Know
Each subscription is per household; if both you and your spouse purchase one combined Vision Retirement subscription, you’ll pay a TOTAL price of $750 for the year.
All clients enjoy our “100 for 100 Guarantee,” meaning that if you aren’t 100% satisfied with our advice at any time during the process, we'll refund 100% of your subscription fees.
Our advice package is ideal for young professionals seeking ongoing guidance or anyone looking to feel more confident in their financial decisions.
See if our expertise matches with your needs.
Start simplifying
your journey and speak to a financial advisor today.
See if our expertise matches with your needs.