In 1999, Sue McGrath and Marina Johnson founded Vision Capital Management. Today, our firm is still employee-owned and majority female-owned, providing personalized financial planning and investment portfolios.
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If you're navigating a remarriage and want to feel confidence the financial pieces are in order, we'd be glad to help. Clarity can benefit everyone involved.
๐ 503-221-5656 | [email protected]
Pausing your retirement contributions for 5 years to fund a parent's care can have a meaningful impact on long-term retirement savings
If you are carrying this load and want a clear-eyed second opinion, reach out: https://t.co/pmyEC66SGV
The most impactful graduation gift isn't always the biggest one. A Roth IRA or a high-yield savings account can set a young adult up for decades. If you'd like to talk through the best approach for your family, we'd be glad to help.
โIโve been meaning to call you for years.โ
We hear that often.
The good news is that financial planning is a key part of our comprehensive wealth management services, and it does not require perfect timing to be valuable.
Sometimes the hardest part is simply making the call.
Divorce can uproot every part of your life, including your finances. You may face many complex questions before, during, and after this challenging time.
Here are some strategies for handling the next crucial financial planning steps.
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Inheriting assets is rarely simple, and the decisions made in the first year can have lasting implications. Slow down, get a clear picture, and work with an advisor who is objective and focused on your goals.
We'd be glad to help โ https://t.co/pmyEC66SGV
The stock-bond relationship that has historically supported diversified portfolios can vary over time. In some environments, when both asset classes decline together, traditional diversification may not behave as expected.
Is your allocation doing what it's intended to do?
Memorial Day is a reminder that the freedoms we enjoy every day came at an extraordinary cost. We're grateful for every man and woman who served, and for the families who stood beside them and carried that weight too.
From all of us at Vision Capital, thank you.
โI don't have children, so I don't really need an estate plan."
It's one of the costliest misconceptions we hear. Without a plan, state law makes those decisions for you. We put together a short video on where to start.
โถ๏ธ https://t.co/m1KM44NhMO
An estimated $84 trillion is expected to pass between generations over the next two decades.
Whether you're transferring wealth or expecting to receive it, a few things need to be addressed sooner rather than later.
Swipe to see where to start. โ
Retirement isn't the finish line it used to be.
If you're considering swapping the traditional retirement model for a phased approach, we can help you build a plan that aligns with each stage of that transition.
๐ฒ https://t.co/pmyEC66SGV
Values-based investing means different things to different people.
At Vision Capital, there's no single template. As a fee-only firm, our goal is to build a portfolio that genuinely reflects your priorities.
To every mother and mother figure today: we see you, we're grateful for you, and we hope today is everything you deserve.
Happy Mother's Day from our team to yours. ๐
Life insurance is one of the most underreviewed parts of a financial plan. Once it's in place, it rarely gets looked at again, especially alongside the full financial picture.
May is National Insurance Awareness Month. When did you last review your coverage?
Women often trade less frequently and stay the course longer. Access to financial guidance that feels relevant and approachable can still be a barrier, but it doesn't have to be.
At Vision Capital, we focus on meeting clients where they are.
๐ 503-221-5656
The 4% rule doesn't always keep up with real life. Strategies that adjust withdrawals based on market performance and actual needs can create a more durable income plan.
Estate planning is easy to put off, but delay has real consequences. Reviewing your plan every few years keeps it aligned with your life.
๐ 503-221-5656
If talking to your family about money feels uncomfortable, youโre not alone. Itโs one of the most avoided conversations.
โถ๏ธ If this has been on your mind, our video walks through how to approach it thoughtfully: https://t.co/rDrzf9aROe
A well-constructed portfolio accounts for market shifts. When your financial plan is built with that reality in mind, uncertainty becomes something youโre prepared for, not something you react to.
Women are building more income and wealth than ever before. At Vision Capital, we understand the financial paths women walk. We'd be glad to be that team for you.
๐ 503-221-5656