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What Do We Do?

X Vector, Ltd. is a fee-only financial planning firm. We provide comprehensive financial planning services to professional pilots in Generation X.

We provide services virtually.  Although it's real people doing real planning, the firm leverages technology to work with clients wherever they are.

Process


1. Understanding the Client’s Personal and Financial Circumstances.

2. Identifying and Selecting Goals

3. Analyzing the Client’s Current Course of Action and Potential Alternative Course(s) of Action

4. Developing the Financial Planning Recommendation(s)

5. Presenting the Financial Planning Recommendation(s)

6. Implementing the Financial Planning Recommendation(s)

7. Monitoring Progress and Updating


Practice Standards for the Financial Planning Process