Health Tip Robin - Health Tip - Committed To Continuous Growth

Health Tip – Committed To Continuous Growth

VanceWealth Achieve More, Community

Director of Client Experience, Robin Strauss, finds that smart technology choices help keep her accountable to her daily goals. Since Robin’s work is relatively sedentary, she makes it a point to get moving every day. Her daily fitness goals include putting in time on her Elliptical machine each morning and walking her dog, Maxie, every night. Using her Apple watch is a crucial component of that routine because it allows her to track her progress throughout the day and course-correct …

John Vance 1016x531 - From the Desk of John Vance

From the Desk of John Vance

VanceWealth Achieve More, Community, Financial Planning, Team Update

To Our Vance Wealth Friends and Family,   Last quarter brought some exciting changes, both personally and professionally. At home, Carmen and I celebrated our two soon to be graduates, Lauren and Evan, as they both chose to attend Boise State University in Idaho. Lauren will be studying nursing, and Evan will pursue business. It just so happened to work out that Boise State was the best fit for both of them, and we’re really excited to watch them start …

Vance Wealth welcomes back Chris Pelch as COO - Daily Steps To Long Term Success - The Importance of Operational Efficiency for Business Owners

Daily Steps To Long Term Success – The Importance of Operational Efficiency for Business Owners

VanceWealth Achieve More, Business Owner, Community

If a financial plan is a company’s roadmap to success, then its operations are the daily steps to achieve that success. That’s why it’s so important to have a financial planning team that not only understands your goals, but also offers the tools and advice to help you put them in motion. After all, your planning is only as effective as your operations. “One of the areas we create a constant conversation around is implementation, for business owners, that means …

Vance ForbesShookAd 02212 1016x533 - JOHN VANCE ONCE AGAIN NAMED TO FORBES LIST OF BEST-IN-STATE WEALTH ADVISORS

JOHN VANCE ONCE AGAIN NAMED TO FORBES LIST OF BEST-IN-STATE WEALTH ADVISORS

Shanele Stoll Achieve More, Community, Team Update

FOR IMMEDIATE RELEASE Media Contact: Shanele Stoll Vance Wealth Santa Clarita, CA – John Vance President, of Vance Wealth located at 26491 Summit Circle was among the Raymond James-affiliated advisors named to the Forbes list of Best-In-State Wealth Advisors. The list, which recognizes advisors from national, regional and independent firms, was released online February 11, 2021. Since 2003, Vance Wealth has served as a premier financial planning team passionately committed to helping clients and families succeed at every step of …

Patti Hardy 1016x531 - Empowering Women To Achieve More: Patti's Perspective

Empowering Women To Achieve More: Patti’s Perspective

VanceWealth Achieve More, Community, Woman's Wealth

Growth Through Adversity We’ve heard it many times, “it’s through the challenges we face, lies the greatest opportunity for growth.” Adversity allows us to build resilience, step into our greatness and find our true selves. I just wish it didn’t hurt so much. When I went through my divorce, I felt like I was drowning. Literally, there were times I couldn’t catch my breath. When I would pop up for air, something pushed me back under water, or so it …

From The Desk of John 1016x762 - From the Desk of John Vance - To Our Vance Wealth Friends and Family

From the Desk of John Vance – To Our Vance Wealth Friends and Family

VanceWealth Achieve More, Community, Team Update

We closed out last year with some quality family time at home and powerful planning at the firm, and it inspired a nice balance in life and business at the start of the new year. While the holidays were fairly uneventful, it was nice to spend Christmas at home with just the kids. We weren’t able to be together with our entire extended family, who we missed, but it was a special year that allowed for more quality time and …

SCV business - Achieve More: 5 Ways to Support Small Businesses

Achieve More: 5 Ways to Support Small Businesses

VanceWealth Achieve More, Business Owner, Charitable Giving

At Vance Wealth, we believe collaboration drives success because we witness the power of working together every day. Whether we’re serving our clients or the community, we strive to act as a trusted partner by finding opportunities to achieve more together. And, we’ve learned this kind of spirit always pays off. That’s why we wanted to share the love by suggesting:   5 Easy Ways to Support Small Businesses: Make an effort to stay informed, and in touch, with the …

2020 Ladies Group shot 1 1016x677 - Patti's Perspective - Empowering Women to Achieve More

Patti’s Perspective – Empowering Women to Achieve More

VanceWealth Achieve More, Woman's Wealth

Empowering Women to Achieve More In an effort to please others, oftentimes we can get caught in the perfection trap, especially as women. The reality is that perfection is an illusion, and a dangerous one at that. Women tend to overthink and overanalyze, especially those of us who try to make everyone happy. One of my favorite quotes from Brene Brown is “Perfectionism is not the same thing has striving to be your best. Perfectionism is the belief that if …

Meet the Team Tyler - Health Tip - Committed To Continuous Growth in Life & Business

Health Tip – Committed To Continuous Growth in Life & Business

VanceWealth Achieve More, Retirement, Team Update

Maintaining a productive mindset has been a challenge as we all navigate working remotely and engaging with a team in a highly digitized world. Hours spent in front of screens have taken a new toll on our energy levels, and by the end of the day, it’s easy to feel that special kind of “Zoom exhaustion.” Tyler Tilton, Wealth Advisor at Vance Wealth, has a simple trick to keep his energy up and digital burnout at bay. Twice a day, …

Team snip 1016x672 - When the world is changing … so should your financial plan

When the world is changing … so should your financial plan

VanceWealth Achieve More, Business Owner, Market Commentary, Market Update

Since the coronavirus outbreak, planning ahead has never felt more difficult. From revenue projections to school schedules, our daily lives have been focused on short-term solutions without much guarantee of what the future may hold. We’ve been running our businesses and lives in survival mode because, for a time, it was necessary. But at some point, we must pivot or get left behind. “It’s easy to stick with the old way of thinking – to refuse to adapt to the …