Vinity is a Comprehensive Financial Planning Firm that navigates the path between professional advice and practical application.

Our philosophy at VINITY is that the responsibility we have to our clients and ourselves goes beyond a transactional relationship. We believe the best approach to financial planning requires an active integration of specialists who are all cohesively focused on our client’s goals, protection and financial success.

Many individuals have a trusted financial advisor, an attorney, an insurance agent and an accountant. But, are all of those professionals working together for the client’s common goal and with the client’s best interests in mind? Are there potential gaps between the professions that could result in unintended but impactful mistakes? It was specifically that challenge that inspired the creation of INTEGRATE, our proprietary process that blends and refines our client’s total financial plan.

With the utilization of a Client Ambassador, our Financial Steward will take the client through the INTEGRATE Process. The Ambassador works in conjunction with the Steward and gathers the pertinent information and documents. The Ambassador will then serve as a liaison to the various Vinity Groups, requesting evaluation and feedback on the client’s total professional picture. The Statement of Work will then outline the plan assessment and proposed action.

The INTEGRATE Process brings tremendous value by utilizing strategies designed to reduce financial blind spots, navigate confusing professional landscapes, remove redundancy and reduce overall stress for the client. The result is the comfort of knowing that the client’s entire financial plan is unified.

VINITY

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