Planning Process

We created The Mountain Vision Program based on our experience working with hundreds of clients over many years.  We have learned that most people run into trouble because they find themselves focused on the small picture.  They get into the nitty-gritty details – bills to pay, accounts to manage – but they have little sense of how these details relate to their values or their future.

The Personal Financial Website is the foundation of our planning work and calculations. Check it out Here.

Our process walks you through all the steps of getting to that big picture view! The free starter session is the Basecamp meeting where we take stock of where you are today and begin developing your vision. By working together for a meeting, you will have a better sense of whether this is the right match for you.


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