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Engagement Process Quick Tour. This Quick Tour, adapted from the Quick Tour at vfos.com, explains the benefits of the Wealth Counseling and Blueprinting process. It elucidates the pathway through Phases 1, 2, 3, and 4.

Simplify Your Life. See how only the Wealth Counseling and Wealth Blueprint process can look at all sides of the planning puzzle. We discuss how a client can work with a Wealth Counselor and Relationship Manager to optimize six sides of the puzzle at once.

Optimizing Your Wealth Blueprint. This presentation reviews the 25 benefits of optimizing portfolios and optimizing estate planning tools in a Family Wealth Blueprint® focused on Wealth Optimization

Fund Your Vision Tax Efficiently. This video provides a concise summary of how you can use our CAPABLE Process to translate dreamy images of the future into a concise Family Wealth Blueprint® with realistic cash flow and inheritance projections. Tim Voorhees explains how typical clients reduce estate and income taxes while providing more for family and charity.

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