We combine personal finance coaching with financial planning to help busy professionals achieve their money goals in 30 minutes a month (or less).
Traditional financial planning is insane. You deserve a more sensible approach.
Most advisors will ask you about your retirement goal. If you’re under 40, there is no useful answer to that. Most advisors rely too much on long term goals and projections. But goals won’t make you successful – habits will. We focus on helping you develop the skills, make the decisions, and acquire the habits to take you in the right direction.
We focus on what you can do now to help you be successful.
You want a more sensible way to take charge of your finances and get the advice you need. We meet you where you are today to help you build a better tomorrow- without the hassle. You don’t need an in-depth retirement plan, a complicated estate plan, or complex portfolio strategy. You need common sense guidance and a straightforward strategy. And you want to develop an understanding of how your finances work so you can look at them once a month and, in a few minutes, be confident things are on track. We have designed a program just for you.
Get practical guidance – Develop wealth building skills – Move forward with Confidence
You want a more sensible way to take charge of your finances and get the advice you need. You don’t need an in-depth retirement plan, a complicated estate plan, or complex portfolio strategy. You need common sense guidance and a straightforward strategy. And you want to develop an understanding of how your finances work so you can look at them once a month and, in a few minutes, be confident things are on track. We have designed a program just for you.
Make real progress with Field of Vision Planning.
Break through
the noise
Access fee-based financial advice with no minimum
A plan that actually
makes sense
Make smart money moves with Field of Vision Planning
Field of Vision is a combination of financial planning and coaching process. We have broken down the critical skills you need into bite-sized pieces so they are easy to do. You get personalized guidance each step of the way. And we spread them out so you learn how to do it as we go along.
The Field of Vision Planning Process
Each month you get a short video to watch, an exercise to complete, and then half an hour with your advisor to answer questions and work out your action plan.
One low monthly fee. There is no requirement to buy product. No requirement to transfer accounts. If you need financial solutions or portfolio management we can certainly help you. But you can go through the program without them
We believe you deserve good advice that’s easy to implement and follow regardless of your current assets. We understand that the financial advice industry has actually made it hard which is why we developed Field of Vision financial planning, a process anyone can use to Optimize Today and have a plan to get where you want to go.
Meeting topics in year one:
- Set goals and prioritize
- Get your finances organized
- Understand your money personality
- Master your cash flow
- Financial decisions and credit management
- Developing good money habits
- Employee benefits and tax planning
- Investment management
- Risk management
- Legal stuff
The Plan
- Schedule your free 15-minute call
- Follow the Field of Vision Program
- Find Success
Schedule your free 15-minute consultation and find out what Field of Vision Planning can do for you.
Download our Free PDF and optimize today!
10 easy principles to help you get total control of your finances in 30 minutes a month or less.
Stop stressing about whether you are doing a good job managing your finances. Follow these 10 principles and you will be a lot more confident that you are on the right path.
Just fill in your email below and click on “Get my free guide” and we will send the report right to your inbox.