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Our Process

Designing the Framework to Your Financial Future Begins with our Cornerstone Vissions Strategy Sessions

Securing your financial future is not for the faint of heart. You’ve probably been trying to handle this challenge alone. However, successfully completing tasks without resources, tools or perspective that comes from experience is never easy. Consider approaching these challenges by organizing your thoughts around first planning well, then investing well.

The Advisory Group West philosophy is founded on the commitment to help clients first plan well, then invest well, to then live well. The firm takes a comprehensive approach to building holistic financial plans that incorporate the important areas of your financial life, which include strategies for asset protection, diversified investments, lifetime income and estate preservation.

It begins with our proprietary Cornerstone Vissions process, a two-part series of complimentary strategy sessions designed to align your financial priorities with personal values. Our term “Vissions” aims to unite your visions and missions, effectively igniting your dreams into action. By the end of your two sessions, you will walk away anticipating—not fearing—moving forward.

Cornerstone Vissions Complimentary Strategy Sessions

Session 1: Envisioning Your Priorities and Opportunities that Qualify “What’s Important to You.”

During this interactive introduction, you get to discover, envision, and verbalize your financial values, priorities, and missions. For couples, you’ll learn what’s important about money to each partner and what they want to accomplish with money, and we’ll help convert those intangible visions into prioritized mutual missions. By the end of this session, you’ll have a complete inventory of your resources, including your time, effort, assets, benefits, investments, and similar. To begin coordinating those resources to meet your definition of financial security, we create a tangible deliverable that visually illustrates your unique goals and milestones to live the life you want.

Session 2: Advancing Solutions that Quantify Your Priorities

Having established a clear understanding of where you want to go, during your second strategy session we can begin to identify specific obstacles or patterns preventing your progress and threats that may potentially arise in the future. You get learn what to leave in place, where to make improvements to match your intensions, and what to revisit later. Based on improvements you feel enthusiastic about, we will propose a financial planning fee to engage in one or more ways, based on your individual needs and interests.

Learn more about the wealth management services that may be a part of your experience.

To access these resources, contact us to schedule your Cornerstone Vissions Strategy Sessions today!

Next Steps

Need resources to help organize, prioritize and optimize all the pieces in your financial life?

You’ve come to the right place. To learn more, schedule your Complimentary Cornerstone Vissions™ Strategy Session today.

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