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4505 Pine Tree Circle, Suite 101, Birmingham, AL 35243

205-970-4909
sfloyd@vision-financialgroup.com
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Vision 20/20 Process

Your Financial Life, Brought Into Focus

The Vision 20/20 Process is more than a checklist — it’s the foundation of everything we do. By starting with your story, your values, and your goals, we create a plan that reflects who you are and where you want to go. This process allows us to cut through the noise, simplify complexity, and provide strategies that give you confidence at every stage of life. With clarity in hand, you’ll be equipped not only to steward your wealth wisely, but also to pursue the life you’ve envisioned.

Discovery Process

Your journey begins with us listening — deeply. In the discovery stage, we take the time to understand what truly matters to you: your values, goals, hopes, and even your financial fears. We review the Vision 20/20 Process, gather your financial information, and introduce you to the team. By the end of this first meeting, you’ll feel heard, supported, and ready to start shaping a clear path forward.

Analysis and Plan Development (Performed by Our Staff)

Behind the scenes, our team carefully analyzes your financial information and compares it with your goals. This is where your vision begins to take shape, as we develop a tailored plan that connects your resources with your priorities. Every recommendation is backed by research, experience, and a genuine desire to help you succeed. The result is a thoughtful framework designed to simplify complexity and create clarity.

Plan Presentation & Recommendations

When we meet again, we present your personalized plan in a clear and straightforward way. We walk you through each recommendation, explain why it matters, and invite your input. If changes are needed, we adjust together, ensuring you fully understand and believe in the plan before moving forward. This collaborative step transforms abstract goals into actionable strategies.

Implementation

Once your plan is finalized, we help you put it into motion. From paperwork to online resources, our team ensures the process feels smooth and organized. Implementation isn’t just about execution — it’s about creating momentum and establishing a schedule for ongoing reviews. With every step, we stay by your side so nothing feels overwhelming.

Monitoring and Review

Life changes — and your financial plan should adapt with it. Through ongoing reviews, regular check-ins, and market updates, we help you stay aligned with your goals year after year. Our team proactively monitors progress and makes adjustments as needed, so you always know where you stand. This steady guidance gives you confidence that your plan will grow and adjust with you.

Financial Clarity Starts Here

Financial Clarity Starts Here

Your financial future doesn’t have to feel uncertain or overwhelming. With the right plan and the right partner, you can face tomorrow with clarity and confidence — let’s begin shaping a financial path that reflects who you are and where you want to go.

Vision 20/20 Process
Frequently Asked Questions

Have questions about how our Vision 20/20 Process works? Here are some helpful answers!

  • It’s our step-by-step planning framework that brings clarity to your financial life. By uncovering your values, defining your goals, and organizing your full financial picture, we create a plan that helps you move forward with confidence.

  • Many advisors jump straight into products or investments. We begin with you — your story, values, and goals — and only then design tailored strategies. Our approach is planning-first, relational, and backed by decades of steady experience.

  • We’ll focus on getting to know you. We’ll ask questions about your goals, priorities, and what financial independence looks like for you. There’s no pressure, just a conversation designed to understand what matters most.

  • Very involved — by design. We believe in educating you along the way, so you understand your plan and feel confident in every decision. You’ll always know what we’re doing, why we’re doing it, and how it serves your goals.

  • That’s when the relationship truly begins. We help implement your strategies, monitor your progress, and adjust as needed through life’s transitions. The Vision 20/20 Process is ongoing — we’ll walk beside you for the long haul.

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