Overview

At Vision Financial Planning, we want to help you meet your financial goals using all of the tools available.  Together, we’ll go through the process of reviewing your current situation, wherever you are starting, and identifying the goals you have in the near and longer term.

As an independent CERTIFIED FINANCIAL PLANNER™ professional, Lan Shaw and her team can help you choose from a full range of financial instruments designed to grow and protect you and your loved ones through the stages of your lifecycle.  The process starts by examining the following aspects of financial success:

● Accumulation: how to target asset growth

● Retirement planning: how to target accumulation and distribution of your retirement assets in a tax-advantaged way

● Estate planning: how to preserve your assets

● Risk management: how to protect your assets with insurance and other options

● Business planning: how to grow and manage your business

● Taxation: how to minimize your tax burden at each stage of the process

We'll help you create the financial plan to help achieve your goals. Our detailed and comprehensive planning services are available both on a fee for service basis or as a benefit included in our overall wealth management services. 

Create a comprehensive plan
By exploring each module in detail, we’ll determine which ones require our immediate attention and which ones are more long-term in nature. From our findings, we’ll assemble an implementation plan for your financial future. 

Support your financial goals
Working together with us helps simplify the complexities of your financial life by focusing on managing your wealth in a systematic way for the long term.