Why vistapro?
We often think of “vista” as being a beautiful and awesome view, like from the top of a hiking trail; however, “vista” could also be “an extensive mental view as over a stretch of time or series of events.” We believe it is vital to take some time to think out the outcomes you have been working so hard to achieve and evaluate your resources and what is truly important to you. The “pro” in our name is short for Professional.
VistaPro is here to provide professional guidance in the process of discovering and refining your vision, and to provide clear information, education, and advice as we develop a custom plan for you. We know when it comes to wealth management, people have different goals, and they have them at different times in their lives. No one person is the same as another. Younger investors might find themselves more willing to tolerate risk. Investors preparing for retirement might have lower risk tolerances. Everything is connected to your journey—that’s why if you’re a client, we make sure to put you front and center during the planning process.
As fiduciaries, we’re legally obligated to put our clients’ needs first, and we document every decision we make with clients and every step we take while planning for their futures. We know acting as a wealth manager is a sacred trust. That’s why we never take our clients for granted.
VistaPro is here to provide professional guidance in the process of discovering and refining your vision, and to provide clear information, education, and advice as we develop a custom plan for you. We know when it comes to wealth management, people have different goals, and they have them at different times in their lives. No one person is the same as another. Younger investors might find themselves more willing to tolerate risk. Investors preparing for retirement might have lower risk tolerances. Everything is connected to your journey—that’s why if you’re a client, we make sure to put you front and center during the planning process.
As fiduciaries, we’re legally obligated to put our clients’ needs first, and we document every decision we make with clients and every step we take while planning for their futures. We know acting as a wealth manager is a sacred trust. That’s why we never take our clients for granted.
Where are you in the planning process?
We adhere to a five-step plan of wealth management.
1. What’s your goal? Where do you want to go?
That’s the most important question to our advisers.
2. What do you know about your finances?
Our advisers need to know where you are to help you get where you want to go.
3. How do we use what we know to build a plan?
There’s rarely one way to get from Point A to Point B. We provide the pros and cons for each scenario and help you make a comprehensive wealth-management plan for your individual situation. Our advisers give you the tools you need that help make it easy for you to make informed decisions.
4. How do you execute your plan?
Everything leads up to this point. You have to execute on what you agreed on with our advisers or nothing happens. We will encourage you to follow through, stick to your plan, and keep making progress toward your financial goals.
5. Is the plan continuing to work?
Change is constant. As times evolves, so might your needs. Our team will work with you to update your plan as needed, to analyze new information, and to make sure you’re happy with your services and products.
We adhere to a five-step plan of wealth management.
1. What’s your goal? Where do you want to go?
That’s the most important question to our advisers.
2. What do you know about your finances?
Our advisers need to know where you are to help you get where you want to go.
3. How do we use what we know to build a plan?
There’s rarely one way to get from Point A to Point B. We provide the pros and cons for each scenario and help you make a comprehensive wealth-management plan for your individual situation. Our advisers give you the tools you need that help make it easy for you to make informed decisions.
4. How do you execute your plan?
Everything leads up to this point. You have to execute on what you agreed on with our advisers or nothing happens. We will encourage you to follow through, stick to your plan, and keep making progress toward your financial goals.
5. Is the plan continuing to work?
Change is constant. As times evolves, so might your needs. Our team will work with you to update your plan as needed, to analyze new information, and to make sure you’re happy with your services and products.