Full spectrum financial planning

for Real Estate Professionals

We help Real Estate Professionals transform their financial assumptions into facts through an iterative financial planning process.

Our Process

Process is key to building a robust and flexible wealth strategy. We combine best practices from the military and financial planning worlds to create a comprehensive system with your success at its core.

01.

CONNECTION

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.

02.

DISCOVERY

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.

03.

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.

04.

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.

The Basics

Just because you may not have millions of dollars doesn’t mean your financial life isn’t complex. We’ve structured our firm so you can access quality financial planning services no matter your net worth.

Who We Work With

By leveraging process, technology, and connectivity, we’ve optimized our practice to effectively work with Real Estate Professionals of the XYZ generations.

Ascendant Real Estate Professionals

Established Real Estate Professionals & Their Families

Real Estate Affiliates & Support Staff

Frequently Asked Questions

What is a wealth strategy?

A wealth strategy is an ongoing financial planning process that aligns your personal values with your personal capital. By combining best practices from the financial planning world and the U.S. Army’s “Military Decision Making Process,” we create a systemic process that allows for thoroughness while retaining the flexibility necessary to adapt to inevitable changes in your life. 

Are you a fiduciary?

Yes we are! We are legally and ethically obligated to place the best interest of our clients ahead of our own and we wouldn’t have it any other way.

How are you compensated?

Vanir Wealth Strategies LLC 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. 

Do I have to move all my investment accounts to work with you?

Absolutely not. Investments are only one part of a comprehensive wealth strategy. 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.