Our Process
Our 6-step process is broken down for you below in 3 major categories. This is our promise to deliver a better financial planning experience. It serves as a guide for how we keep your values, needs, concerns and hopes at the forefront of everything we do — from the big picture to the smallest of details.
Introduction & Discovery
STEPS 1-2
One of the most important parts of developing a better long-term financial plan is developing a better understanding of you. By discovering, and continually rediscovering, your ever-changing values, goals and challenges, we ensure your personal and financial priorities align. Starting from where you’d like to go, then working back from there.
Getting an accurate DBP™ LifeMap is not only crucial to getting to know you, but also helping us to know exactly where you’d like to go. It allows us to paint a clearer picture and ensures every step we take brings you closer to where you’d like to be.
Analyze & Recommend
STEPS 3-4
Once we discover your wealth and life goals, we’ll build and continually evolve an evidence-based plan to get you there. Tapping into the resources and strength of our entire team, we’ll do the legwork to provide clarity as we co-plan your financial future together and work toward fulfilling your goals.
It’s a comprehensive approach, informed by your LifeMap to not only help you reach your more granular goals like debt optimization and education funding, but determining how you can prepare for more ambitious, meaningful goals like wellness, family and making a long-term impact.
It's not a matter of if you should plan, it's when...
Life isn't linear. Your plan shouldn't be either...
Implement & Review
5-6
Life isn’t linear, and neither is any effective investment strategy. Because as your goals and values change, so do our strategies and advice. Which is why we don’t provide a rigid, solitary plan, but rather a fluid, ever-evolving process — optimized to meet your changing needs.
Of course, it’s not only your needs and desires that change over time. We continually and proactively educate our clients on how changes in the markets, economy, tax legislation and the emergence of new strategies can improve their overall plan.
"Vida is very honest, intelligent, and reliable. Once we started working with them, it became obvious of the value and not only did they meet our needs, they exceeded them. We ended going with more services then we had originally planned, and the advice and logic behind it all made it easy to understand. In the end, we are content and feel protected in our future, and will continue to work with Vida for all future financial needs."
Joana & Michael F.
"One day my martial status had changed and I reached out to Vida with many questions regarding my life insurance, retirement funds and RESP’s for my children. As a mother the first thing that comes to your mind is making sure that your children are safe and protected should something happen to you without the financial burden left behind. Vida truly has blown me away with their knowledge, passion and educating me with all my financial worries. They made me feel secure and confident with making the right choices for my girls and I. Vida is amazing at what they do and I highly recommend them to anyone for all their financial needs!"
Diane C.