First Step:
Demystifying Financial Jargon: Educate And Reveal Strategic Financial Concepts After Learning About YOU.
Navigating the world of personal finances can feel overwhelming when financial experts, companies and media outlets use complex terminology and insider jargon... (so we want you to get to know us, and more importantly, we want to learn more about YOU).
We have a passion for Financial Education and empowering you to understand assets, liabilities, interest rates, inflation, (future) tax engineering, compound interest, tax-free wealth strategies, protection, stress-free retirement and more.
It's easier (and more fun) than you think!
Whether you are employed, self-employed, a student just starting to build financial literacy or a seasoned entrepreneur looking for even more strategy, this first phase cuts through the jargon and provides easy-to-understand practical examples and case studies to help cement your understanding of key short-term and long-term financial strategies and solutions.
You'll easily gain the knowledge and empower yourself to make informed decisions and quickly implement with our team of professionals at your service.
ABOUT US
Our 17-Year History of Providing Guidance
Our Financial Team traces it's roots back to the 2008 "crash" when we saw the need for our own personal financial education.
Too often, financial guidance is provided by "advisors" or institutions trying to market products or push a specific ideology rather than truly equip consumers with awareness and education so they can confidently make empowered decisions with their before-tax and after-tax money.
We launched our Financial Education program 6 years ago with the sole mission to offer real-life knowledge, wisdom, resources and solutions.
As a pioneering force in unbiased financial education, we remain passionately committed to our mission of providing practical financial services and education that allows learners at all stages to achieve lasting financial health and prosperity.
Here's to 50 more years!
FINANCIAL SERVICES
We'll Help You Build A Financial Fortress Around Yourself And Your Family That Nothing Can Penetrate
Our team will help you with tailored solutions to your personal financial needs. This heading positions the company as customizing offerings to match clients' interests. Well-Rounded Wisdom for Financial Wellbeing Focuses on providing complete and balanced financial literacy. Invest in Yourself Through Our Life-Enriching Programs Emphasizes self-improvement via finance programs as personal investments.
One-On-One (Personalized) Zoom (Or In Person) Meetings With Specialists
Get A Full Financial Needs Analysis And Discover Your F.I.N. number. (Financial Independence Number)
(FREE) Financial Workshops and Weekly Webinars
Get Money Coaching, Consultation, Legacy Protection & Preservation, Short And Long-Term Tax-Free Wealth Strategies
Why Should You Partner With Us?
World-Class Relationships And Financial Education Programs
Complementary Financial Needs Analysis And F.I.N. Number Discovery
Highly Skilled Team And Network Of Professionals Working With Over 200 Different Companies
Fiduciary.
We are never paid from the client.
We get paid from the companies' marketing budgets!
Gayle Hendrix
★ ★ ★ ★ ★
I was completely lost when it came to understanding personal finance until I discovered the Vision Financial Group. As a mom of two kids, I suddenly had a lot more to manage on my own from housing to healthcare to planning for college one day. The one on one Zoom sessions broke complex money topics down in simple ways I could understand and empowered me to make decisions that finally gave me piece of mind.
Rick Kostas
★ ★ ★ ★ ★
I'm gay as shit and they said there was a gay pride Zoom call so I joined. I don't even know how I ended up here, but I got all twittered and quickly bought a policy from a cute guy so that's cool I guess...?
JOH DOE
★ ★ ★ ★ ★
I was completely lost when it came to understanding personal finance until I discovered Financial Skills Academy. As a newly divorced mom of two kids, I suddenly had a lot more to manage on my own from housing to healthcare to planning for college one day. The on-demand video courses broke complex money topics down in simple ways I could understand.
FAQS
Do I need any prior finance knowledge to benefit from your courses?
We design our personal finance curriculum specifically for beginner to intermediate learners. No matter your starting financial literacy level, our goal is to provide the foundational knowledge to become adept at managing your money. Courses progress in sequence to incrementally teach key concepts and strategies from budgeting to investing.
What if I can only afford one course right now?
We allow learners to enroll in individual self-paced video courses based on topics of interest, availability to commit time, and budgets. While our credential pathways help structure comprehensive learning, just taking our introductory money management course for example can greatly boost financial skills. We make continuing future learning easy by preserving all progress and offer installment payment plans.
Can I interact with instructors for guidance?
Yes, learner support and engagement are cornerstones of our teaching methodology. All video courses provide access to discussion forums and message inboxes connecting you directly with credentialed instructor-coaches to ask questions, walk through exercises together, and get advice applying course learnings to your personal financial situation. We pride ourselves on tailored guidance.
Get In Touch
(303) 882-2488
Address: 3784 Portland Court, Carlsbad California 92010
Email: [email protected]
Assistance Hours :
Mon – Sat 9:00am
Sunday – 8:00pm
