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- Vision Financial Group
Vision Financial Group
At Vision Financial Group we are revolutionizing planning by coordinating the expanding financial needs of clients in one place. Our team of credentialed professionals integrate financial planning, investment management, risk management, as well as tax and estate planning needs into one holistic plan. Everything we do is focused on bringing financial order to the lives of our busy clients.
We put the needs of our clients, the team, and our community above our individual desires. We surround clients with the best and brightest collaborative problem solvers. We come to each conversation with an open mind. We tell the whole truth to ourselves, our clients and each other.
We live by these core values:
1. We do what we say
2. We do the right thing
3. We have a service mindset
4. We are resourceful problem solvers
5. We work together and collaborate
6. Our reputation matters
We put the needs of our clients, the team, and our community above our individual desires. We surround clients with the best and brightest collaborative problem solvers. We come to each conversation with an open mind. We tell the whole truth to ourselves, our clients and each other.
We live by these core values:
1. We do what we say
2. We do the right thing
3. We have a service mindset
4. We are resourceful problem solvers
5. We work together and collaborate
6. Our reputation matters
Purpose
To revolutionize planning.
Vision
Elegant delivery of comprehensive, customized financial solutions.
Mission
Our mission is to revolutionize financial planning and enrich the lives of others. We accomplish this by integrating financial planning, investment management, risk management, as well as tax and estate planning needs into one holistic plan. Everything we do is focused on bringing financial order to the lives of our clients.
We put the needs of our clients, the team, and our community above our individual desires. We surround clients with the best and brightest collaborative problem solvers. We come to each conversation with an open mind. We tell the whole truth to ourselves, our clients and each other.
We put the needs of our clients, the team, and our community above our individual desires. We surround clients with the best and brightest collaborative problem solvers. We come to each conversation with an open mind. We tell the whole truth to ourselves, our clients and each other.
Additional Culture Details
We've fully implemented EOS®, the Entrepreneurial Operating System, a complete set of concepts and practical tools to help the leadership team get better at three things:
Vision—getting everyone in our organization 100% on the same page with where we’re going, and how we plan to get there.
Traction®—instilling focus, discipline, and accountability throughout the company so that everyone executes on that vision—every day.
Healthy—helping leaders become a more cohesive, functional, healthy leadership team.
Vision—getting everyone in our organization 100% on the same page with where we’re going, and how we plan to get there.
Traction®—instilling focus, discipline, and accountability throughout the company so that everyone executes on that vision—every day.
Healthy—helping leaders become a more cohesive, functional, healthy leadership team.
Values
- We do what we say
- We are reliable and take extreme ownership of our commitments. We are driven to deliver timely on our promises. We are accountable. We follow-through. We don’t make excuses.