Wealth Vision Automated Onboarding

June 20, 2018

We are excited to announce that our Wealth Vision financial dashboard now includes automated onboarding! Once you are set up, simply log in and walk through the 10 minute process of inputting information about your family, goals, retirement, property, etc. After you complete the process, we will be notified and do a quality assurance check to see what information may be missing or if there are any gaps in your financial plan. Within 2 business days, we'll reach out to you to finalize your financial plan document.

Financial planning starts at just a one-time cost of $750 for simple cases and rises slightly for more complex work. Reach out to us for an estimate by scheduling a call or meeting with us and we'll be glad to walk you through our financial planning process.

Here is a peak at your Wealth Vision financial planning dashboard: