What does financial planning look like at Vision Capital?

At Vision Capital, we view financial planning as an on-going process and a necessary component to the implementation of our investment management process; to do one well, you need the other. We use financial planning software to help quantify and project your current and future financial position and specific goals. We then test for both controllable and uncontrollable variables such as buying a vacation home and bear market returns. The goal is to put your money into the context of who you are and how you want to spend your time.