 |
|---|
 |
 |
Our Mission
VitaVie Financial Planning facilitates the ability of expectant parents and growing families to plan for and create the life they want to live, free from anxiety about money.
Comprehensive Personal Financial Plan
For people who do not have a financial plan or are about to experience a life event (having a baby, for example) that warrants a new plan. You will receive a detailed customized financial plan specifically addressing your goals --- and we take that one step further!
Since many financial plans end up on the shelf or in a desk drawer, we make sure you have the support you need to make movement toward your goals. The relationship does not stop when we hand you your plan.
You will continue to work with us over the year to make sure you have a trusted source of support who will challenge you to take action to realize your goals.
When you work with VitaVie to create your financial plan, you will receive:
- One two-hour intake session
- Follow-up meetings/phone calls to clarify information
- Your comprehensive and actionable personal financial plan
- One Session to discuss the plan in detail and create accountability for action
- Four Personalized 60-minute coaching sessions to support you successfully implementing your plan
- One year of unlimited e-mail access for questions that arise (within reason, please)
The Financial Plan Components
Your comprehensive plan will address all areas of your financial life from spending plans to retirement accounts and everything in between.
For a more complete list of frequently asked questions and services that VitaVie offers, Download Our Services Guide
Income Planning- Expense Management
- Tax Planning
- Estate Planning
- Investments/Education/Retirement
- Employee Benefits
- Insurance
- Debt Management
- Housing
- Fun Forecasting