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At Vision Based Planning, we're not just financial advisors; we're your partners in shaping your financial future. Our founder, Christopher Rawson, a CERTIFIED FINANCIAL PLANNER™ professional, has been crafting personalized financial strategies since 2002. Our commitment to you begins with understanding your unique vision and goals. 

Our trademarked process, I.D.A.P.R.O., guides our expert team through every step of your financial journey:

Client Centered
  1. Introduction: We Get To Know You Personally Because Your Financial Vision Matters.
  2. Discovery: We Delve Deep Into Your Financial Landscape To Uncover Opportunities And Challenges.
  3. Analysis: Our Meticulous Analysis Ensures That Every Recommendation Aligns With Your Preferences.
  4. Presentation: We Present Tailored Strategies Designed To Empower You To Make Informed Decisions.
  5. Review: We Regularly Review Your Plan To Adapt To Evolving Circumstances And Seize New Opportunities.
  6. Ongoing Planning: Your Financial Success Is Our Long-Term Commitment; We Stand By You Every Step Of The Way.

Whether you're a baby boomer preparing for retirement, a retiree seeking income solutions, or someone of any age aiming for financial confidence, Christopher's expertise and our fiduciary standard prioritize your financial well-being. Trust is the cornerstone of our client/advisor relationship, and we're dedicated to demonstrating that trust in every interaction.

Choose Vision Based Planning, LLC, and let's transform your financial vision into a reality. Your future, your dreams, our expertise – together, we'll build a brighter tomorrow. Contact us today to embark on your financial journey with confidence.

6 Key Areas of Financial Planning

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Key Financial Documents Checklist

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