The Guided Wealth Process | Vista Wealth Partners

The Guided Wealth Process: Ascend Wisely, Not by Chance

To Ascend Wisely is to move forward with intentional design, not guesswork. The intent of our guided wealth process has been refined over years of experience to turn scattered pieces into a resilient, organized strategy.

The guided wealth process begins and ends with you.

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Why a Disciplined Process Matters

The reason why most people face the future with apprehension instead of anticipation is because they don't have it well designed. We believe that creating an effective financial plan requires the guidance of professionals to define, organize, and help you accomplish your financial goals.

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The Four Phases of Clarity

Our process typically spans three meetings, with the final step, Ongoing Guidance, continuing throughout our relationship.

Step 1: Introduction: Is It a Good Fit?

● Purpose: This is where we start walking the path with you. We confirm alignment before committing resources.

● Key Activities: Introduction to our team and our approach. Introduction to you and what's important to you.

Step 2: Planning Session

● Purpose: We transition from stories to strategy, working together to ensure the plan is built around what truly matters to your purpose and legacy.

● Key Activities: Confirm financial and lifestyle goals. Understand your current situation. Introduce tools and resources.

Step 3: Implementation

● Purpose: The team’s collective expertise is translated into clear choices, allowing you to move confidently from recommendation to action.

● Key Activities: Present goals-based planning. Discuss recommendations and options. Begin implementation.

Step 4: Ongoing Guidance: The Promise of Continuity

● Purpose: Your plan is a living document, supported by our team and technology to evolve with every change. We commit to being your guide as you navigate the unknown financial changes and successes ahead.

● Key Activities: Managing critical financial events. Continuous support through the eMoney Client Portal.

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Tools and Strategic Relationships That Provide Accountability

We reinforce our promise of boutique care with institutional reach by combining our resources with strategic institutional alliances.

Your Digital Suite

● eMoney Client Portal: The financial planning engine and digital suite, providing continuous analysis and a consolidated secure digital experience.

● Personal financial organizer (PFO): We convert complex digital analysis into an accessible, continuously updated physical resource. This PFO is the single reference your family or heirs need during critical moments.

Our Resources

LPL Financial

Provides access to a network of investment solutions from the industry’s top fund managers.

Equitable

A pioneer in the insurance and wealth management business.

Operational Technology

We use the Microsoft suite and AI for efficient operations.

^{Equitable Advisors, LLC offers products and services of Linsco/Private Ledger (LPL), a broker/dealer and registered investment advisor. Equitable Advisors, LLC, member FINRA/SIPC (Equitable Financial Advisors in MI & TN), serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts. Equitable Advisors, LLC serves as an investment advisor and LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer for the LPL investment advisory programs offered through Equitable Advisors’ Financial Professionals.}

^{eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth.}

A Relationship That Instills Confidence