Katie Cummings, CFP®, lists activities clients can do now that will set them on good footing for the new year. #financialplanning #endofyearchecklist #estateplanning #visioncapitalpdx vcmi.net/financial-pl...

Our November blog, Safe Travels, details ways to prepare your home and yourself for holiday traveling so you can enjoy your trip with peace of mind. #financialplanning #personalfinance #holidays #holidaytravel #security #visioncapitalpdx

vcmi.net/safe-travels...

October is Cybersecurity Awareness Month, and these reminders will go a long way in staying safe online.

#cybersecurity #financialplanning #investmentmanagement #visioncapitalpdx

Today is the autumnal equinox, the official start of fall. Said another way, there are just 100 days left in 2025. Give us a call and let us help you tackle the rest of your financial planning goals for the year.
#visioncapitalpdx #financialplanning #wealthmanagement #financialgoals #autumn #equinox

Vision Capital Client Relationship Manager, Katie Cummings, CFP®, shares creative ways to share wealth while the benefactor is still alive and able to witness the impact. #estateplanning #charitablegiving #inheritance #will #trust #visioncapitalpdx

Work hard, rest well. We wish you all a relaxing and fun Labor Day Weekend!

Our office will be closed Monday in observance of the holiday.
#laborday #labordayweekend #work #vocation #visioncapitalpdx

August is National Wellness Month, reminding us all that health is wealth.

#nationalwellnessmonth #mindandbody #august #visioncapitalpdx

We hope everyone is enjoying these dog days of summer. #nationalrelaxationday #summer #august #visioncapitalpdx

The Perseid meteor shower is set to occur this week, peaking Tuesday night through early Wednesday morning.

#meteorshower #perseidmeteorshower #shootingstars #visioncapitalpdx