Ronnie Kahn, CFP

In the end, an ideal financial plan may sit in a dark drawer and never be implemented. Our intention is to create a way to increase the relevance of the plan to an individual's life.  This should challenge and inspire their motivation, in order to put the plan's recommendations into action.   Financial Vision Design and management (FVD) is a process to motivate change around financial issues.  The idea is to take a fresh and open look at your behavior around money.  There are three platforms, which are consciousness, balance, and vitality.   The platforms are used for exploration to arrive at a direction.  FVD is a non-model of self-discovery built upon a normal financial planning model that still produces a plan but with a motivational slant.

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