Welcome Vistage Chair. Our financial planning process is focused on helping you plan, not sell you products or invest your money. We focus on all the elements of a comprehensive plan and differ from traditional planners.
We can help you create a comprehensive financial plan that integrates your personal financial accounts and documents into one easy to view hub. This hub provides you a centralized story of your financial progress. You will have access to a dedicated Financial Coach, CERTIFIED FINANCIAL PLANNER™ (CFP®) who will not only create your initial financial plan but will act as an ongoing resource for you as your financial needs change. When it comes to your unique needs, you will see that My Financial Coach can help at all stages in your career.
Our CFPs® have access to a selected group of subject matter experts in tax, accounting, investments, insurance, succession, retirement and estate planning etc.
We provide financial planning and education for every career stage to achieve financial wellness.
Our coaches can help you with:
Digitally organize all your:
Wealth.com, in association with My Financial Coach, allows you to create state-specific digital estate planning documents that determine how your assets will pass to your loved ones and designate key decision-makers.
Estate planning and trust services include:
After completion of your estate plan, you can print your documents directly from the platform or request to have it printed & shipped to you at a small fee. Each page in your documents includes a QR code that allows loved ones the connivence to locate where the estate plan was created and stored. Along the way if you have any legal questions, you can request to consult with an attorney through their vetted attorney network at a pre-negotiated rate.
VISTAGE DISCLAIMER OF LIABILITY
This program is solely a Milton Park Partner (MPP)/My Financial Coach (MFC) offering. Vistage is in no way connected to any of MPP’s programs. Your participation in an MPP offering is voluntary, at your sole discretion, and represents an agreement solely between you and MPP, for which Vistage is not a party and has no rights or obligations therein. Please contact your counsel to discuss potential benefits and risks of becoming an MPP Employee or an MPP Limited Partner.
Any information, opinions or advice offered by MPP, its employees, partners or agents are solely those of the MPP organization and do not represent those of Vistage, its employees, partners or agents. Vistage does not verify the accuracy of any information provided by MPP. UNDER NO CIRCUMSTANCES SHALL VISTAGE, ITS EMPLOYEES, AFFILIATES, PARTNERS OR AGENTS BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, SPECIAL OR EXEMPLARY DAMAGES ARISING OUT OF OR IN CONNECTION WITH YOUR PARTICIPATION IN AN MPP OFFERING.