Visionquest Financial Planning

Hi, I'm Warren McIntyre and I'm the founder and principal of VisionQuest Financial Planning LLC, a truly unique advisory firm. That might seem like a bold statement, but I deliberately designed the business to reflect my personal values and philosophy. I believe that most people want professional assistance at key times to sort through an overwhelming amount of information and choices, but don't need a full-time financial advisor.

VisionQuest Financial Planning LLC was founded on the idea that you want an alternative to product sales people and full-time retainer advisors - and you want professional expertise when you need it at a reasonable cost. With that in mind, we offer advice as needed to self-directed people backed by the followng characteristics.

New clients select between three options depending upon the depth and breadth of advice needed. We quote a flat-rate project fee before any work begins so you know to the penny the cost of the service. All of our services are available in-person or remotely via video-conferencing and secure file sharing.

Once you have engaged us for any of our initial services, you are invited to return in the future to receive advice and support in the following ways. Follow-up meetings of about 90-minutes provide an opportunity to revisit previously discussed topics or address new issues. Many clients use Financial Reviews to monitor and rebalance their investment portfolio on a regular basis.

We want financial planning to be as painless as possible so you will take the actions necessary to secure your financial future. The entire process from initial inquiry to final written recommendations can take as little as three weeks. The following six steps can set you along the path to financial freedom.