Just thinking about a financial plan can be enough to trigger stress hormones — imagine being handed a two-inch thick, 150-page document to simply begin . To keep it simple (and stress-free), Vermillion Private Wealth created a one-page financial plan to help clients focus on the most important + impactful actions. 💵

Isn't that simple?

VPW’s extensive plan is available if needed (but it rarely is). In most cases, less is more — and allows you to focus on what truly matters.

*Example below is for illustrative purposes only.

Disclaimer: This article is provided for general information and illustration purposes only. Nothing contained in the material constitutes tax advice, a recommendation for purchase or sale of any security, or investment advisory services. I encourage you to consult a financial planner, accountant, and/or legal counsel for advice specific to your situation. Reproduction of this material is prohibited without written permission from James Vermillion, and all rights are reserved.