A Custom Process
Vita Via Financial Planning Model
Vita VIASM, our proprietary financial planning model, is designed to provide a holistic view of your financial situation and a clear, actionable plan to achieve your goals. This process helps to ensure that every aspect of your financial life is addressed, giving you the confidence and clarity to live life on your financial terms. Vita VIA includes 20 custom modules that cover all aspects of your financial life, including investment planning, tax strategies, retirement planning, estate planning, risk management, and more. Each module is tailored to your specific circumstances, providing detailed recommendations and strategies.
Comprehensive Analysis
Vita VIA starts with an extensive analysis of your current financial situation, including income, expenses, assets, liabilities, and cash flow. This thorough assessment helps us understand your financial landscape and identify areas for improvement.
Goal Setting and Prioritization
We work with you to define and prioritize your financial goals, whether they involve saving for retirement, purchasing a home, funding education, or any other personal objectives. Clear goal setting allows us to create a focused and actionable plan.
Investment Strategy
We develop a personalized investment strategy based on your risk tolerance, time horizon, and financial goals. Our approach includes asset allocation, diversification, and regular portfolio reviews to optimize returns and manage risk effectively.
Tax Optimization
Minimizing tax liabilities is a key component of the Vita VIA plan. We explore various tax-efficient strategies, such as utilizing retirement accounts, timing of income and deductions, and taking advantage of available credits and deductions, to help you keep more of your income.
Risk Management
Protecting your assets and financial future is essential. Our risk management module includes comprehensive insurance planning to cover life, health, disability, and property risks. We also provide strategies to protect your privacy and financial data from potential threats.
Retirement Planning
Vita VIA ensures that you are well-prepared for retirement. We help you estimate your retirement needs, create a savings plan, and select appropriate investment options. Our goal is to ensure a steady income stream and financial security throughout your retirement years.
Estate Planning
Our estate planning module helps you manage and transfer your wealth according to your wishes. We assist in creating wills, trusts, and other legal documents to minimize estate taxes, protect beneficiaries, and preserve your legacy.
Scenario Planning
Vita VIA includes scenario planning to model various financial outcomes and help you make informed decisions. Whether you’re considering early retirement, career changes, or significant investments, we provide detailed analysis and projections to guide your choices.
Implementation and Management
Once your Vita VIA plan is created, we assist with implementation and ongoing management. This includes executing your financial strategies, regularly reviewing your plan, and making necessary adjustments to ensure you stay on track.
Ongoing Support and Education
Financial planning is an ongoing process. We provide continuous support, regular updates, and educational resources to keep you informed and engaged in your financial journey. Our goal is to empower you with the knowledge and confidence to make sound financial decisions.
How we work together
Vita is a fee-based financial planner, so you’ll know exactly what you’re paying for. There are three ways we can work together to plan and manage your financial future:
Vita Signature
Fee-based financial planning and management using our proprietary methodologies. This is our flagship service.
Vita Access
Ongoing, comprehensive financial planning, subscription-based.
Vita Solutions
Targeted financial advice and planning, at an hourly fee.
How we work together
As a fee-based financial planner, you’ll know exactly what you’re paying. There are three ways we can work together to plan and manage your financial future:
Vita Signature
Fee-based financial planning and management using our proprietary methodologies. This is our flagship service.
Vita Access
Ongoing, comprehensive financial planning, subscription-based.
Vita Solutions
Targeted financial advice and planning, at an hourly fee.
Here’s How The Process Works For You
Discover
Let’s get to know you and discuss what you’re trying to accomplish. We’ll help you organize your financial information to assess your current situation and refine your financial objectives.
Create
We develop your unique financial plan using Vita VIA’s 20 custom modules, which include a broad set of tailored recommendations. Then we’ll prioritize, execute, and manage.
Enjoy
Experience the freedom of living life on your financial terms. With your personalized financial plan in place and managed, you can relax knowing that things are under control.
