The best plan is useless without thoughtful execution. At Vista Wealth Management, we work as a seamless part of your overall advisory team to ensure complete and comprehensive execution. Working with your CPA, your attorney, your insurance broker, your bankers, and other professionals on your team, we make sure that the most complex financial, tax, or estate plan is carried out precisely. With you as the focus of our combined efforts, we orchestrate and coordinate all professional input into a cohesive action plan that limits risk and enhances upside opportunity.

The more complete our understanding, the more comprehensive our solution. Our process begins with a single step, The Discovery Meeting, and proceeds through a series that builds our relationship, defines your needs, and constructs a comprehensive plan.

DISCOVERY MEETING Establish working relationship Assess goals, current situation and future vision Understand “intangibles”–motivators, values, perceptions	INVESTMENT PLANNING MEETING Address critical areas Construct personalized, detailed plan Cash flow Asset and debt management Financial modeling
ADVANCED PLANNING Tax planning, strategies and implementation Personal risk management (insurance analysis) Gift, trust, and estate planning Philanthropic giving	PERIODIC REVIEWS Performance Cash flows/financial requirements Asset allocation Progress toward goals Communication to facilitate smart planning