FIT Process

Our FIT Process

Our FIT meeting is designed for us to get to know one another without the pressure of having to make any commitments. At no point in that meeting will you be asked to make a decision. As you discover more about our team and our process, we will gain a deeper understanding of your vision and determine if we can exceed your expectations as your financial advisor. If we both agree we are a good fit, then we will begin initiating our planning process.

VisionPoint FIT Process roadmap


Statements, documents and necessary information.


Gain a deeper insight of where you are and where you’re going.


Building your
plan and

PFO Delivery

Discuss and implement the plan.

Review &

Continuously update, confirm and adjust as needed.

Interested in learning more?

Connect with us to set up a free consultation. Together, let’s begin the journey of discovering your vision of true wealth. Take the first step by completing the form below.

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