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The Journey Experience

Continual Advice and Management for a Confident Journey Experience

For us, managing your wealth starts with building a relationship established on trust and shared values. We make the complex simple customizing each financial blueprint to meet your unique goals. Our firm and network of resources becomes your solution for nearly all things financial.

The 4D Journey Process


Build trust, share your vision for the future, address concerns, and collect data


Build your personal financial blueprint


Review your financial blueprint and make sure you fully understand all aspects of our action plan


Putting your financial blueprint into motion

VinFin360° - Your Personal Financial Website

Consolidate your financial life into your own personal and secure financial website. Access your financial blueprint, aggregate your accounts, and receive your customizable suite of reports from your computer or handheld device. You have secure storage for all of your important documents, and we can collaborate through the platform with your legal, tax, and other professional advisors. VinFin360° is your financial hub.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (832) 498-9413