Real financial planning
for Solo & Small Business Owners
From seasoned business owners to freelancers just hitting their stride, we help transform your financial assumptions into facts
We believe process is key to building a robust financial strategy. We combine best practices from the military and financial planning worlds to create a comprehensive system with your unique needs at its core.
We’ll get to know each other better through a series of conversations. Ultimately, we want to build trust with each other and learn if we are a fit to work together.
We dive deep into learning about you – your goals, values, and aspirations. We gather all the raw data we’ll use later to develop your tailored strategy.
ANALYSIS, PLANNING & STRATEGY DEVELOPMENT
We’ll take all we’ve learned about you and develop a tailored wealth strategy through our comprehensive financial planning process.
IMPLEMENTATION, CONTINUOUS ASSESSMENT & REFINEMENT
Once you approve your strategy, we’ll implement it and set up our ongoing communication process. We continuously update and refine your strategy as your life changes.
Fee-only Financial Planning
Everybody should have access to high quality financial planning. We’ve structured our firm so you can access our financial planning services no matter your net worth.
Who We Work With
Solo Business Owners & 1099 Independent Contractors
It can be lonely as a solo business owner when everything falls on your shoulders. Let’s team up to better align your business and personal capital.
Small Business Owners
Whether you have 1 or 1,000 employees, we can help ensure you have a robust financial process in place helping you achieve your dreams.
Active Duty Military & Veterans
Being Veterans ourselves, we have an understanding of what it means to serve. Let us serve you by helping you attain the financial future you deserve.
What We’re Thinking
Frequently Asked Questions
How are you compensated?
Vanir Wealth Strategies is a fee-only Registered Investment Advisor. We do not receive commissions or kickbacks for the sale or recommendation of any financial product. Bottom line – our only compensation comes from our clients.
Are you a fiduciary?
Yep. We are legally and ethically obligated to place the best interest of our clients ahead of our own.
What is a wealth strategy?
It’s a fancy name for our financial planning process. By combining best practices from the financial planning world and the U.S. Army’s “Military Decision Making Process,” we create an iterative process that allows for the flexibility necessary to adapt to inevitable changes in your life.
Do I have to move all my investment accounts to work with you?
Nope. Investments are only one part of a well-honed financial plan. We’re able to serve as your advisor whether you decide to invest with us or not. That’s the beauty of our model – flexibility.