At Previsio, we are focused on enabling you to do the things you love, now and in the future.
With personalized lifestyle planning we consider the whole picture. By understanding all aspects of your financial life, from spending and investing to your income and where you live, we can put together a plan that meets all of your needs. The most critical piece of this, however, is understanding the things you love to do and the things that make you happy. This is where a personalized financial plan becomes a personalized lifestyle plan.
It’s when we put all of this information together that we can tailor a plan that tells you how to accomplish your best lifestyle. From where to put your money, how to save for that dream vacation, what goals to allocate to, and what to stash away for retirement… we give you everything you need!
So, how do we make a plan that fits your lifestyle both now and in the future?
We help you take each of your wants and needs and transform them into achievable goals. These goals can be as simple as, “I’d love to go on a guilt-free shopping spree every couple months” or as forward looking as, “I want to make sure I have enough money to stop working at 55”.
The best (and most important) part is that you have total control over your goals. And if you don’t have your perfect lifestyle goals yet, no worries, we can help you create them!
Now, it’s not always roses and butterflies. Everyone knows that…
You have all of this control, which is amazing. But, unless you are fortunate enough to be a member of a royal family, you won’t have enough money to do everything. This means that you have to pick... an unfortunate reality.
So, how do you pick?
Lifestyle planning with Previsio means that we give you all the information you need to make tough decisions like this.
We believe that making an informed decision is the only way to make a decision.
When you’re armed with the right information, you can define what your lifestyle looks like right now, and understand how those decisions impact what your lifestyle will look like later in life. That’s pretty powerful!
Along the way, we’ll give you a few nudges in the right direction, offering thoughts on how to make improvements. Or, if you have no idea what to do, we can do everything for you and get you set up with a plan that’s gonna be awesome.
In the end, what your plan looks like is your decision. We won’t judge. We’re just here to help.
Now that you have a personalized lifestyle plan, let’s put it in motion.
You’re a busy person ...we all are! And making sure your money is in the right place at the right time for all of your goals and expenses can get complicated. That’s why we give you the information you need to make everything happen automatically. It’s one of our secrets to making you a personal finance rock-star!
We’ll give you the keys to the car, but you still need to put the fuel in and turn it on. And automation is the fuel that makes your personal financial engine run smoothly. The beauty of it is that, once running, you can focus on living the lifestyle you want, and rest easy knowing that everything is on-track.
After creating meaningful goals for yourself, understanding the impact of your decisions, and setting everything in motion with automation, you might be thinking to yourself, “What’s left to do?”.
We understand that things change in life. Whether your plan gets derailed by something unexpected, or your priorities change, it’s really easy to make adjustments. And we’ll be working hard, right alongside you, to make sure everything is on track. If we see something going in the wrong direction, we’ll let you know and offer suggestions to help.
Previsio is built to work for everyone. It’s not a life hack, or a get rich quick scheme. It’s based on a set of tried and true principles that will work no matter your level of income or prior financial knowledge.
We realize there is a lot of noise out there when it comes to personal financial advice. People come up with all these rules of thumb and tell you that must do this, and should never do that. The reality is that everyone is different and requires a plan that’s customized to their personal needs. We are here to help you cut through the noise, focus on what matters, and unlock your best lifestyle.