Toler Financial Group created The Mountain Vision Program™ for our clients who want to create a “big picture” plan to enjoy the life you really want, with what’s most important to you – fun, family, and money.
Financial planning allows families to make financial decisions from a position of strength, knowing that they can address their concerns and evaluate the solutions with a full understanding of where they stand today, and where they would like to be tomorrow. The Mountain Vision Program™ helps you take that planning to another level by developing your vision for the future, and basing your strategy and solutions on your own values and goals. Using our robust financial planning website tools allows us to plan and dream without limits.
We realize that The Mountain Vision Program is not for everyone – some people don’t have the time or inclination. Others are more do-it-yourself types, or aren’t sure they can improve their situation. If you are open to new ideas, appreciate expert help, and are passionate about making your life better – you might be a good candidate for The Mountain Vision Program.
We offer a free 90-minute starter session to all our clients called the Basecamp meeting. During this session, we will help you assess your situation and create your big picture vision. We will then decide together if you should join The Mountain Vision Program.
We also offer basic financial planning for families just starting out, or any who want a simple plan, and who need to build a good financial foundation. This is a shorter process that covers the basics of family protection, and saving and investing for future goals in just a few meetings.
If you are within about 5 years of retirement, it’s time to start taking a detailed look at your retirement income plan. In addition to a comprehensive financial review, we offer an income analysis using the Income for Life ModelTM.