VIS Capital Consulting Firm
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Financial Planning

To develop a solid financial plan, it's important to cover all your bases. You don't have to do it alone, and it doesn't have to be difficult. As your financial advisor, VIS Capital will examine your current situation, help you set financial goals and measure your progress over time.

We help clients achieve their financial goals through personal planning and advice. Our advisors listen to your dreams and goals, create a personalized financial plan, and track your progress over time..


Step 1 - Establish a relationship with a VIS Capital Professional.

  • Your financial planner will explain his or her financial planning services and define each of your responsibilities. Along with compensation, you'll discuss how long the professional relationship will last and how to make decisions.


Step 2 - Gather your data and develop your financial goals.

  • You and your VIS professional will talk about your current financial situation and gather any necessary documents. Together, you'll define your personal and financial goals, including timeframes. You may also want to discuss your comfort level when it comes to taking financial risks.


Step 3 - Analyze and evaluate your financial status.

  • Your VIS professional will consider all aspects of your situation to determine what you need to do to meet your goals. Depending on what services you've asked for, your planner may analyze your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.


Step 4 - Review your VIS professional's recommendations.

  • Your VIS professional will go over his or her financial recommendations, explaining the rationale so you can make informed decisions. At this stage, your planner will also listen to any concerns you may have and revise his or her recommendations if necessary.


Step 5 - Set your course.

  • You and your VIS professional will need to agree on how the recommendations will be carried out. Your planner may carry out the recommendations or serve as your coach, coordinating the process with you and other professionals, like attorneys or stockbrokers.


Step 6 - Benchmark your progress against the financial goals you established.

  • As you work toward your goals, you and your VIS professional will need to decide who will monitor your progress to make sure you're staying on track. If the planner is in charge, he or she will check in from time to time, reviewing your situation and making any necessary adjustments to his or her recommendations.


Don't hesitate, contact us TODAY to get started planning your future! Call us at: (800) 822-5503 or email: This email address is being protected from spambots. You need JavaScript enabled to view it.