Who is Josh?
WELL, SINCE YOU ASKED…
As a financial advisor at Vorisek Financial Corporation, I help people identify and accomplish their goals.
Our independent financial advisory firm has the knowledge, resources, and strategic partnerships to address even the most complicated planning situations. You can find more information about us at the main site links above.
A financial advisory relationship doesn't have to be one size fits all. Some clients require guidance only when they have a specific need, others prefer a comprehensive financial plan which they implement on their own, but most of our clients have complex situations that require an ongoing relationship. My goal is to be accessible to anyone, at any stage of their life.
In that light, if you would like to learn more about how we can work together, please check out my service schedule below. If you're unsure of what engagement makes most sense, or just have general questions, please contact me here, or call me at 614-431-4328. I'd be happy to chat over the phone or grab a cup of coffee to answer your initial questions. Cheers!
PROJECT - $200/HR - (min. 1 hr.)
Need to get financially organized but not sure where to start? Need help putting together a budget? Want an objective opinion on if you can really afford that new house? Trying to decide how to best tackle those student loans? Let our team of CFP's crunch the numbers for you and you'll only pay for our time.
FINANCIAL PLAN - $800 (one time fee)
Have financial goals? Have a written plan to accomplish those goals? Research shows that you're 80% more likely to accomplish a goal when it's written down, accompanied by an action plan. We have the resources, technology and expertise to help you achieve your life goals.
Ongoing planning & investment management (starting at ≤1% of assets managed)
Have a written investment policy? Have credentialed professionals reviewing your investments on a daily basis? Have the resources, time and discipline to manage your life savings in times of volatility? WE DO. We'll work with you to create a low cost investment strategy that aligns with your risk tolerance, time horizon, short and long term goals, and manage it for you on an ongoing basis.