How It Works
You work hard for your money and want help making the best financial decisions for you and your family. But It’s no secret that the financial services industry has rewarded product sales and overpriced investment management for decades. In the process, your needs have taken a back seat. Vincere Wealth's Certified Financial Planners™ provide honest, actionable advice through comprehensive planning to help you reach your goals.
Get matched with your CERTIFIED FINANCIAL PLANNER™
When you sign up with Vincere Wealth you get matched with your Financial Advisor. Every client of Vincere Wealth has a dedicated CERTIFIED FINANCIAL PLANNER™ to guide them through custom, comprehensive financial planning and to help them achieve your goals.
Discovery
You and your financial planner will do a deep dive into your financial situation. This is where we learn where you are today and where you want to get in the future.
- Do you want to buy a house?
- Do you want to invest for retirement?
- Is your company going to IPO?
We look at your plan from every angle to make sure you're on the right track.
Evaluate & Take Action
Together, you and your advisor will evaluate numerous options and select the best path for you to maximize your money. We arm you with your comprehensive financial plan and an action plan to start you on the path to conquering your goals. Your action plan is a list of the actionable "To-Do's" that ensure you're taking all the steps needed to reach your goals.
Monitor & Adjust
We will help you deal with all of life's inevitable changes and make sure your plan remains on track. As well as, consistently guiding you through life's predictable challenges like tax planning, insurance planning, employee benefits planning...you get the point :).
Ongoing Expert Advice
Whether you just want some extra hand-holding as you conquer your action plan or need quick advice as life throws you a curveball, you will have access to ongoing professional advice. No time clocks or extra fees. Vincere's advisors are here to serve you anytime.
Clear Benefits
The only thing missing is the suit & tie :)
Fee-Only, Fiduciary Advice. We won't sell you products.
Unlimited access to advice. Days, nights, and weekends
A fraction of the cost of traditional financial planning
Your own dedicated Certified Financial Planner™
Whatever your goals are, we can help!
- I want to take a year off to travel.
- I want to understand if I should exercise my options.
- I want to save for retirement.
- I want to pay off student loans.
- I want to buy a home.
No person's financial needs are exactly the same. That's why we don't offer cookie-cutter advice like many financial institutions.
Every Vincere client gets custom, non-biased advice specifically tailored for YOUR UNIQUE SITUATION. And our Certified Financial Planners™ act as fiduciaries, meaning we are obligated to give you advice that is in your best interest.
And you get this white-glove treatment at a fraction of the cost of traditional financial advice.
Pricing
Fixed, affordable pricing. Most professional financial plans cost upwards of $7,500+ or $400 per hour. Most families simply cannot afford that. We seek to make professional financial advice attainable at a low fixed cost.
