The Vision to Wealth Process® - Whiteboard Series
von Borstel & Associates was founded on the principle always to do what is right for our clients. This principle along with our shared team values of honesty, integrity, hard work and fellowship have kept us grounded and growing since 1985. Markets go up, and markets go down, the industry continues to evolve and change. However, we will always stay true to our roots.
We believe we are significantly different than many financial advisors or wealth management firms you may have encountered. Maintaining this difference is important to us, and is equally beneficial to our clients. This is what makes us vastly different.
Part 1
Vision to Wealth Process® – Part 1
Values, vision, and a plan on paper are important, but like a roadmap, you must travel to your destinations, in order to reap the value of planning. We are here to help you take action, to experience the journey. So how do we take action with your investments? Through our Vision to Wealth Process ®
Part 2
Vision to Wealth Process® – Part 2
Values, vision, and a plan on paper are important, but like a roadmap, you must travel to your destinations, in order to reap the value of planning. We are here to help you take action, to experience the journey. So how do we take action with your investments? Through our Vision to Wealth Process ®
Part 3
Vision to Wealth Process® – Part 3
Values, vision, and a plan on paper are important, but like a roadmap, you must travel to your destinations, in order to reap the value of planning. We are here to help you take action, to experience the journey. So how do we take action with your investments? Through our Vision to Wealth Process ®
Part 4
Vision to Wealth Process® – Part 4
Values, vision, and a plan on paper are important, but like a roadmap, you must travel to your destinations, in order to reap the value of planning. We are here to help you take action, to experience the journey. So how do we take action with your investments? Through our Vision to Wealth Process ®