Financial Peace for Your Future Self

Comprehensive financial planning and tax planning strategies for executives at Discount Tire, Chevron, and Hilcorp.

Secure Your Financial Future

Who we serve

Proudly Serving Families From

You spend your career building expertise in a specific field. We spend ours building expertise in yours. We understand your compensation, benefits, and retirement plans are unique, so your financial plan reflects the realities of your life. Not a generic template.

Vision Based Planning is not endorsed by nor affiliated with Discount Tire, Chevron, or Hilcorp

Our Services

Comprehensive Financial Planning

Retirement Planning

Tax Planning

Investment Planning

Estate Planning

Insurance Planning

Our Content Library

Content Library

Content created by your team to serve as your go-to stop to learn more about the everchanging world of your benefits, updates in the economy, and more.

Estate

Estate Planning

3 Unusual Estate Situations

3 unusual estate stories that show why planning matters — from pets and property to real-life outcomes that documents alone may not solve.

Read

Economic Update

Investors

Economic Update Q2 of 2026

An economic update for Q2 2026 and what the numbers truly mean for investors after Vision Based Planning’s quarterly update.

Read

Learn About the Team in Your Corner.

Your plan isn't built around one person or one product. It's built by a team working together alongside your vision.

Your plan isn’t built around one person or one product. It’s built by a team working together alongside your vision.

Meet Your Team

Schedule a Call

A Financial Plan Tailored to Your Vision

Every plan starts with a conversation. Share where you are today, and we’ll show you the clearest path forward.

Secure Your Financial Future