We help self-directed people make smart decisions at pivotal times in their lives; and provide ongoing support toward achieving the lifestyle vision they have for themselves. Our flat-rate project pricing provides a fair and affordable way to receive help when you need it. Your Vision is Our Mission!
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Hi, I'm Warren McIntyre and I'm the founder and principal of VisionQuest Financial Planning LLC, a truly unique advisory firm. That might seem like a bold statement, but I deliberately designed the business to reflect my personal values and philosophy. I believe that most people want professional assistance at key times to sort through an overwhelming amount of information and choices, but don't need a full-time financial advisor.
VisionQuest Financial Planning LLC was founded on the idea that you want an alternative to product sales people and full-time retainer advisors - and you want professional expertise when you need it at a reasonable cost. With that in mind, we offer advice as needed to self-directed people backed by the followng characteristics.
New clients select between three options depending upon the depth and breadth of advice needed. We quote a flat-rate project fee before any work begins so you know to the penny the cost of the service. All of our services are available in-person or remotely via video-conferencing and secure file sharing.
Once you have engaged us for any of our initial services, you are invited to return in the future to receive advice and support in the following ways. Follow-up meetings of about 90-minutes provide an opportunity to revisit previously discussed topics or address new issues. Many clients use Financial Reviews to monitor and rebalance their investment portfolio on a regular basis.
We want financial planning to be as painless as possible so you will take the actions necessary to secure your financial future. The entire process from initial inquiry to final written recommendations can take as little as three weeks. The following six steps can set you along the path to financial freedom.
Reviews (3)
Germaine Gebhard
Oct 03, 2021
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I have been working with VisionQuest Financial Planning and Warren McIntyre for over 20 years. A fee based financial planner is the way to go if you want a plan designed to serve you and your needs and not put a broker first. Thanks to Warren's guidance I am exactly where I would like to be with my finances, safe and secure.
John Doe
Dec 15, 2020
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Melanie Grinnell
Sep 17, 2018
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Warren McIntyre, owner of VisionQuest Financial Planning was sooo helpful and wonderful to work with. He put me on the right track and saved me a ton of money. I had done a lot of research so knew I wanted an hourly fee-based planner. I checked out his website and his credentials and read some of his blog posts. He is a proponent of index funds. After meeting with a couple other planners, reading a lot, listening to some podcasts and watching a Frontline episode about the pitfalls of retirement planning, I was pretty certain that was what I wanted. The other two planners I had spoken with were
