About Us

What does financial planning mean to you?

Financial planning means different things to different people. You may have developed a proficient and thorough process on your own. Or maybe you have used the services of a professional planner for different financials aspects of your life, maybe to learn how to pay for college or to learn to go to pay for your mortgage.

Regardless of your understanding or personal experience one fact remains, your personal life plan is critical. Without the guidance of such a plan, there is a very high likelihood that your life long dreams may NEVER materialize. It is a well known fact that anything worth having, takes conscious effort and a specific plan to obtain it. Many people today live their lives in quiet desperation, bewildered by the seemingly effortless success of others around them. They wonder what it is that brings them such success. Often it is shrugged off by coming to the conclusion hat they were just lucky or maybe, the excuse is “such is life…I guess it was never meant to be for me!” My circumstances were nothing like theirs. It was simply out of my control.

The fact is, it is often nothing more than lack of understanding and education. For some reason hiring a professional to fix our car or the leaky faucet is the obvious choice. We would want nothing less than a qualified surgeon to operate on our ailing body, but when it comes to our financial futures we all too often feel that we MUST be the expert and figure it out ourselves. We feel that it is our obligation to know the best financial decisions for our lives and seeking out professional assistance would show signs of weakness.

At Vision Plus Financial we understand. Just as you have applied yourself to your profession and are skilled in what you do, so to have we continued to fine tune and sharpen our skills and knowledge in the areas of personal and business financial management so that we can provide the level of expert advice and consultation required.

Your financial situation is a personal matter and a matter of huge consequence. Working with a financial professional might just be one of the most important decisions you make. But not just any financial professional will do. You need someone who will take the time to understand your personal needs and the goals you have established for your life.

Call us today and ask for an appointment to discuss what is most important to you. We will listen… and then, and only then, we will discuss the financial options available to you that will move you forward in the direction you want to go. You have nothing to lose except the uncertainty of your financial future.

We look forward to hearing from you.