Holding the relationship accountable
We understand it’s hard to keep your financial goals front and center with work, children, or aging parents. You can expect a “nudge” from your Vega advisor if you fall behind schedule. We keep track of your progress with ongoing maintenance, quarterly rebalancing and annual reviews to help you take action and focus on achieving your financial goals. At the same time, we also expect communication from you of any changes in situation that might affect your goal or risk tolerance. Like any relationship, trust, open communication, and accountability will nurture a strong, respectful and lasting one.
Why being objective is important
We know money is a highly emotional thing. Because there is usually a gap between what we already know and what we were expected to know, being objective is the key. Vega provides you insights and helps you avoid emotionally driven decisions in important money matters.
By regularly assessing market strategies and potential life changes such as employment, tax, family, and health. We will work together to anticipate your life transitions and to be financially prepared for them. Quarterly updates, pre-scheduled calls, and meetings will help you stay on top of any adjustments that need to be made.
Working together as a team
The relationship we forge together is to help you achieve the best outcome possible for your aspirations, both personally and financially. We take the time to clearly understand your background, philosophy, needs and objectives. All the while working collaboratively with you and on your behalf.
Providing necessary education
We believe by providing unbiased, non-product-based education, we can help to remove anxieties, empower people to create a plan, take action, and ultimately work towards achieving their financial goals. Any education we provide are explained in plain English without industry jargon, regardless of prior investment experience.
A financial life well organized
No financial canvas is the same. We prioritize the assembly of your financial picture by gathering all your important financial data. Knowing where you are compared to where you want to be is the first step. Working in conjunction, we start to put together all the pieces and provide a systematic approach on how to achieve your goals. From investments, legacy planning, education planning, to tax planning. Your Vega advisor is with you every step of the way.