By Jonathan Heagle, CFA®
People often assume that financial planning is all saving and sacrifice, but it’s not just about the numbers—it’s about your life. It can be difficult to know where to start and how to create a plan that reflects your values, personality, goals, and circumstances.
At Mountain Vista Wealth Management, we believe that planning is power, and by formulating a sound financial plan, you will be more confident that your future financial goals will be achieved, allowing you to allocate more time and resources to what you love most.
Who We Are & What We Do
As a fee-only registered investment advisory firm, the mission of Mountain Vista is to help families navigate their unique financial needs today, in the present, as well as, the future. We take the time to understand each client’s unique circumstances and by providing both comprehensive financial planning and investment management services we are able to provide customized solutions for their specific needs.
Who We Serve
At Mountain Vista, we have the pleasure of working with a diverse range of clients of different ages and from varied backgrounds. But across our clients, there are some common themes. They want a trusted partner to help protect and grow their hard-earned savings. Someone with the experience and investment acumen to help them navigate the increasingly difficult investment landscape that we find ourselves in. Finally, someone that will treat them like an individual, rather than a number.
The Mountain Vista Difference
We’re proud to work so closely with our clients and build long-lasting relationships. We believe there are a number of reasons why our clients choose to work for us. For one, they trust us. As a fiduciary, we act in their best interests which allows them to rely on us to shoulder some of their financial burdens. Secondly, we provide a sense of peace. Financial uncertainty can be a source of anxiety, but we strive to instill confidence through a stable and thorough plan for the future.
We believe in educating and empowering our clients to feel confident in their decisions. We don’t just tell them what to do—we help them make decisions that best suit their life circumstances. Finally, our team has deep knowledge in the investment and financial planning world. We know what we’re doing and are intimately familiar with the issues you come to us with. We strive to continually broaden our understanding and bring you unparalleled service and advice.
We Are Here To Serve You
Whether you are just starting to think about financial planning, or you’ve been at it for a while and need a new set of eyes to review your circumstances, we’d like to talk with you and help you find financial peace of mind. Reach out to me at [email protected] or (805) 225-6559 to schedule a complimentary introductory appointment so we can get to know each other.
About Mountain Vista
Mountain Vista was founded in early 2017 under the premise that large financial institutions do not provide everyone with the high-quality financial advice they deserve. Mountain Vista is a “fiduciary,” which means we are legally obligated to put the needs of our clients first. We are also “fee-only,” which means we are only compensated by the fees paid by our clients. By eliminating commission-based compensation, clients can rest assured that recommendations are based upon their suitability rather than compensation.
Mountain Vista’s stated mission is to help individuals and families strive to achieve their future financial goals without sacrificing their current needs and passions. By helping our clients formulate a sound plan, they will be more confident that their future goals can be achieved.