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Overview
Our planning model is structured into three core chapters - Financial Position, Goals and Priorities, and Risk Management - each with focused modules that explore key dimensions of your financial life.
The result is an educational planning experience designed for confident decision making, integrating advanced technology, deep advisory expertise, and an intuitive structure from onboarding through ongoing service.
The result is an educational planning experience designed for confident decision making, integrating advanced technology, deep advisory expertise, and an intuitive structure from onboarding through ongoing service.
The Vera Planning Framework
Financial Position
Cash Flow - Taxes - Net Worth - Wealth Building - Total Rewards
Goals and Priorities
Lifestyle - Education - Business - Retirement - Legacy
Risk Management
Digital - Physical - Liability - Health - Mortality
Chapters - Modules - Tools
Financial Position
Cash Flow Analysis and Budget Planning
Tax Planning and Income Optimization
Net Worth Tracking and Asset Analysis
Long Term Wealth Accumulation Strategy
Executive Compensation and Total Rewards Planning
Tax Planning and Income Optimization
Net Worth Tracking and Asset Analysis
Long Term Wealth Accumulation Strategy
Executive Compensation and Total Rewards Planning
Modular Framework
Lifestyle and Life Stage Financial Planning
Education Savings and College Funding Plans
Business Owner Financial Planning Strategies
Retirement Income and Longevity Planning
Legacy and Estate Planning Solutions
Education Savings and College Funding Plans
Business Owner Financial Planning Strategies
Retirement Income and Longevity Planning
Legacy and Estate Planning Solutions
Proprietary Methodologies
Digital Asset Protection and Cyber Risk Planning
Real Asset and Property Insurance Review
Liability Coverage and Umbrella Insurance Planning
Health and Long Term Care Insurance Strategies
Life Insurance Needs and Estate Liquidity Planning
Real Asset and Property Insurance Review
Liability Coverage and Umbrella Insurance Planning
Health and Long Term Care Insurance Strategies
Life Insurance Needs and Estate Liquidity Planning
The Financial Planning Process
A structured, client-centered journey from onboarding to ongoing service.
Plan Engagement
Onboarding, agreement execution, and expectation alignment.
Plan Prep
Data gathering, validation, and financial profile assembly.
Plan Design
Scenario modeling and tailored strategy development.
Plan Delivery
Presentation of insights, priorities, and action steps.
Plan Service
Ongoing planning, optimization, and relationship stewardship.
Key Features and Capabilities
Fee-Based Transparency
Objective advice with predictable cost, clear scope, and no embedded product incentives.
Modular Framework
Three chapter structure that makes complexity manageable and insights actionable.
Proprietary Methodologies
Developed in-house to ensure effectiveness and cohesion.
Scalable Across Life Stages
Effective for emerging professionals, growing families, business owners, and retirees.
Values Based Alignment
Connects to LIVE Your GOALS for whole life decision alignment.
Comprehensive Planning Tools
Integration with platforms like eMoney and customized reporting.
Educational Orientation
Checklists, timelines, and briefings designed to foster understanding.
Personalized Delivery
Visuals, scenarios, and layered recommendations tailored to how you think and decide.
Cross-Solution Integration
Strategic connection to Private Wealth, Risk Management, and Business Planning.
Ongoing Support Model
Annual updates and adaptive strategy keep your plan current.