Financial Planning

Life is a journey. Plan for longevity.

Your goals are unique, and so should be the plan that will help you pursue them.

VIA Wealth Management can help you align all aspects of your financial picture and put you on the path toward achieving your goals.  The value we bring goes well beyond choosing the right investments.

Our first priority is to listen to you and your family. We pay particular attention to understanding your goals because planning is easier when you know your intended destination. We can help you discover, clarify, and articulate your life goals and challenges, and then give you perspective on your choices with realistic financial analysis.

We're here to guide you on a safe and comfortable journey. We start with a comprehensive inventory and review of your current financial position, including strengths as well as any risks, gaps or weaknesses. We'll analyze the composition, effectiveness, and expenses of your existing portfolio. We'll develop a plan that's specifically for you, taking your goals, starting point, hoped-for progress, and risk preferences into account. We'll be sure you understand the choices reflected in the plan, reasonable expectations, and factors that could require revisions.

As markets shift and your life changes, we'll continue to monitor and review your plan to be sure it's still helping you move toward your dreams; we'll help you stay on track.

Life Events
Financial Management Insights  

Investing for Major Financial Goals