Tier 2 · Most Popular

Get the Financial Plan You've Never Had

70 questions. Multiple sessions. A complete Investment Policy Statement, Future Guide, insurance analysis, and a prioritized action plan. This is the foundation everything else builds on.

$2,500 – $5,000
One-time fee · 4–6 weeks to deliver
Book Your Vision Session →
More clarity than you've ever had, or full refund.
What You Get

Not a document. A complete financial system.

Most advisors give you a plan and leave. Vision gives you the plan, the process, and a 30-day follow-up to make sure it's actually working.

Investment Policy Statement

4–6 pages covering your investment philosophy, asset allocation, rebalancing rules, behavioral guardrails, and explicit dos and don'ts. The document your advisor should have given you years ago.

Future Guide

Your 5/10/30-year vision in present tense. Daily affirmations built from your own words. Worst-case playbook. "The One Thing" anchor that keeps you focused when everything else is noisy.

Insurance Gap Analysis

Life, disability, health, and umbrella coverage reviewed against your actual situation. Specific recommendations with clear next steps — not just "you need more coverage."

90-Day Action Plan

Prioritized immediate actions with owners, deadlines, and success criteria. The gap between knowing and doing — closed.

12-Month Roadmap

Quarter-by-quarter financial milestones, insurance placements, and investment decisions mapped out. So the year doesn't slip by without progress.

Follow-Up Session

30-minute session approximately 30 days after delivery. Review progress, answer questions, discuss next steps. Because delivery without follow-up is just a document.

Clarity Guarantee

If you don't receive materially more financial clarity than any prior advisory engagement, Andrew will refund your full fee upon written request within 30 days of delivery.

The Process

From signup to complete plan in 4–6 weeks

Part A: Self-Serve Intake (Online)

Answer 46 questions at your own pace. Covers income, assets, liabilities, insurance, risk tolerance, goals, values, and family situation. Takes 45–60 minutes.

Week 1

Part B: Live Conversation (Video Session)

Andrew reviews your Part A, asks the 24 questions he can't ask in writing, and listens for what matters most. This is where the real work happens.

Week 2 · 60–90 minutes

Andrew Builds Your Plan

Investment Policy Statement, Future Guide, insurance analysis, action plan — all constructed from your answers and the live conversation. No templates. No copy-paste.

Weeks 3–4

Delivery + Review

Andrew walks you through every deliverable. You understand exactly what you have and what it means. Questions answered live.

Week 4–5

30-Day Follow-Up

Check-in session. What's working? What's stuck? What's next? The plan starts working, not just existing.

Week 6
Common Questions

Straight answers

Snapshot is 30 questions + 45 minutes + 1 page. Vision is 70 questions + multiple sessions + a full IPS, Future Guide, insurance analysis, 90-day action plan, and 12-month roadmap. Snapshot is quick clarity; Vision is comprehensive planning.
Vision is the foundation. If you want ongoing management (Care), you need Vision first — it's how Andrew understands your situation. Think of it as the intake process that makes everything else work.
Vision handles complexity well. If your situation requires deeper business integration (105 questions, P&L analysis, compensation optimization), Business Review (Tier 4) might be more appropriate. Andrew will advise during the discovery call.
If you don't feel materially more financially clear than before, Andrew will refund your full Vision fee within 30 days of delivery. No hoops to jump through — just a conversation about what wasn't working.
Yes. Vision fee is credited toward Care (Tier 3) onboarding if you upgrade within 12 months. Your answers carry over — no starting from scratch.

Want someone to manage it ongoing?

Vision gives you the plan. Care (Tier 3) gives you someone to execute it — account setup, quarterly reviews, ongoing monitoring, and ad-hoc access. Same intake; different commitment level.

Learn about Care →

Get the plan you've never had

70 questions. 4–6 weeks. A complete financial system built for you.

Book Your Vision Session →