Begin your journey with Vector

On the first call we’ll review your goals and unique situation—what’s important to you. You can decide if our services are a good fit for you. Next, you’ll share your retirement needs and an estimate of your investable assets. The final step is an online or in-person review of a customized Sojourn wealth plan.

At the conclusion of our initial discussions, we genuinely encourage you to take your time and reflect on whether we're the right fit for you. We're in the business of building lasting relationships, not rushing through transactions. Rest assured, you'll never experience any high-pressure tactics or hard sells from us.