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Explore:

Everything starts with a plan.

We know. You want to get back to Risk Modeling and Stress Testing.

Before all that, we need to develop a robust financial plan, based on:

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  • Your goals, translated into lifetime cash flows
     

  • A comprehensive view of your financial landscape, including assets and liabilities

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  • A deeper understanding of the trade-offs between income, spending and portfolio risk

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(and much more)

How We Do It

Send Us Your Docs

We need it all. W-2s, statements, 4th grade report cards. Then we can start to assess your financial situation.

Setting Goals Together

What do you want most for your future? What are your family’s needs? We’ll dive in and explore these questions, as well as ask you the why behind them.

Number-Crunching

We’ll run multiple scenarios and go in-depth on projections to determine the best course of action.

Plan Delivery

We'll walk you through our findings, explain our recommendations, and answer any questions.

After the plan? That's up to you.

DIY Guide

We will give you detailed action steps to implement and monitor your new financial plan.

We'll Handle The Implementation

With our Ongoing Planning, we can help you implement the plan and keep things on track.

Fees for Making a Plan

As a fee-only financial firm, your interests are the top priority for us. We don’t sell products, so our only motivation is to do what’s best for you.

A comprehensive financial plan is typically $6,000

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Let's talk about you.

Schedule a free, friendly call with an advisor to see if Vilga would be a good fit.

A COMPREHENSIVE FINANCIAL PLAN FOR WHEN LIFE IS SO BUSY YOU CAN'T EVEN RUN A CASH FLOW PROJECTION.

Let us do the heavy lifting.

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