Let us help you achieve your financial goals, whatever they may be. Not just so you can make the most of your money, but so you can make the most of your life. Our job is to get your finances organized so you can spend less time worrying and more time doing the things you truly enjoy. Working with us, you will learn strategies to help you achieve your financial goals.
We listen closely to what's important to you and design a plan around your needs, offering honest and un-biased advice. We'll also help implement your plan and refine it over time as things change. AIC and AAS are not affiliated with VS Financial Planning. Products and services are limited to residents of states where the representative is registered.
We listen closely to what's important to you and design a plan around your needs, offering honest and un-biased advice. We'll also help implement your plan and refine it over time as things change. AIC and AAS are not affiliated with VS Financial Planning. Products and services are limited to residents of states where the representative is registered.
Services
Vanessa Stimac is a Certified Financial Planner who's worked in financial services since 1995, when she moved to San Francisco from Southern California. Before opening VS Financial Planning in 2006, Vanessa worked with AXA Advisors, LLC, Robertson Stephens and Lombard Brokerage.
Armed with a firm understanding that financial planning can be overwhelming for anyone who doesn't choose to do it for a living, Vanessa helps her clients take control of their finances and focus on their dreams.Whether it's saving for college, buying a new home, starting a business, or working towards a happy retirement, she takes the stress out of the process and helps clients understand what it will take to get there.
Armed with a firm understanding that financial planning can be overwhelming for anyone who doesn't choose to do it for a living, Vanessa helps her clients take control of their finances and focus on their dreams.Whether it's saving for college, buying a new home, starting a business, or working towards a happy retirement, she takes the stress out of the process and helps clients understand what it will take to get there.
Whether you're ready to take the next step in growing your money, or are just too busy to give your finances the attention they deserve, VS Financial Planning can help. The process begins with a meeting, either in person or by phone, during which we will talk about what you've been doing and where you want to go.
Let us help you reach your goals with an investment management plan tailored to fit your situation. We start with the investments you already own and build from there. We utilize a mix of mutual funds, exchange traded funds (ETF), stocks, bonds, CDs, money market funds, and separately managed accounts to help you reach your goals.
If you own your own business or are self-employed, we can help you grow your business by simplifying the way you do things. We'll look at your short-term and long-term goals and build a plan, working with bookkeepers, accountants, attorneys, and insurance brokers to put together a cost-effective package for you and your employees.
AIC and AAS are not affiliated with VS Financial Planning. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative.
Reviews (1)
Corrie A.
Nov 16, 2021
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