A refreshingly
human touch
Planning your financial future goes beyond numbers — it’s about creating a strategy for a richer, happier life. Rooted in Northwest values, our meetings are friendly and engaging, creating space for open dialogue and personal connection. We ask thoughtful questions to uncover the ideas, dreams, and values that truly inspire you.
Your personal, three-person dream team
Your dedicated three-person Vista team is carefully chosen to meet your unique needs. When critical decisions arise, they guide you in making thoughtful, strategic choices that balance short-term priorities with long-term goals. Your Vista team is supported by our Wealth Committee, which leverages Nobel-winning research to help guide your portfolio and financial plan.
End-to-end research and support
Our Wealth Committee leans on detailed research and trends to inform our evidence-based approach. Research is woven into everything we do, so you can be confident that each investment in your portfolio has a clear purpose.
As fee-only fiduciaries, we’re not swayed by commissions or incentives, which means our sole focus is on doing what’s best for you. Should the market or global landscape shift, we review the data thoroughly to ensure our recommendations are based on facts, not feelings or instincts.
We provide clear insights into the market and your portfolio through periodic reports, newsletters, blog posts, and face-to-face reviews. You’ll also enjoy exclusive access to events, webinars, and resources to connect with the growing Vista community.
We work hand-in-hand with your other financial or legal professionals to create a cohesive strategy. If you need additional resources, we’ll help find the right expert for your needs.
Simplified planning experience
Our financial planning process is designed to clarify your priorities and discover possibilities.
Curious about how different variables or decisions might impact your long-term financial plans? We’ll utilize interactive financial modeling to simulate a variety of potential scenarios, stress tests, and more — giving you the insight you need to envision your future.
Here’s what you can expect in our initial conversations, and what comes next should we decide to proceed.
Introductions
Your journey starts with a quick 15-minute chat to discuss your financial situation, long-term goals, and any decisions on your mind. We’ll also answer any questions about working with Vista. If you’re ready to proceed, we’ll send a questionnaire to gather more details about your assets and finances.
Meeting 1: all about you
Our first meeting is all about getting to know you better. We’ll ask thoughtful questions to understand your situation and what matters most, allowing us to tailor our approach to your unique needs.
Meeting 2: our approach
In our second meeting, we’ll explore how we’ll tailor our approach to your needs and dive into real-time financial planning. We’ll run through different “what if” scenarios, discuss asset allocation, and clarify your financial position. You’ll walk away with a clear understanding of our value and how we can help.
Sealing the deal
If we’re a good fit, our onboarding team will work to ensure a seamless transition. We’ll open and transfer your accounts, create your client portal, and begin executing on your plan.
Complete and submit the information below, and we’ll be in touch to schedule an introductory call. Learn what to expect in our initial conversations >
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