Creating a clear vision of life is the most important step in the planning process. Without it, you can`t understand the gap between what you have now and what you need to do to achieve your vision.
My Vision of Life is a different approach to planning. It helps you design your vision — your "wants” for home, lifestyle, family, and career.
Using the VisionWorks® planning software, your financial advisor makes your vision come to life.
Can we provide them with the education they`ll need?
Is summer camp possible?
Can we afford season`s tickets?
Can we grab extra "down time"?
Can we spend more on vacations?
Should we buy a "sunbelt" home?
Can we help with a down payment on their first home?
Can I retire early?
Will we be financially secure in retirement?
Can we afford to renovate the kitchen?
Can I get a new van and renovate the kitchen?
Can we donate more?
How much will braces cost?
Can we pay for a nanny?
Should we buy pet insurance?
Can I change careers?