Broker Check

What is Vision 20/20?

Our goal at Vision Financial Group is to help you paint a picture that reflects your values, dreams and vision for your family’s future. We do this through a discovery process during our very first meeting with you.

DISCOVERY PROCESS (first meeting)

• Review Vision 20/20 Process

• Understand your values and what is important to you

• Clarify goals

• Gather financial data

• Meet the team



 
 

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