SOJOURN

SOJOURN is Vector’s proprietary software application with a primary purpose of fulfilling our unique value as a financial wealth management firm. That unique value is to give our clients an understanding and confidence around their financial lives that they have not experienced before.

This process creates a custom investment policy that is based on what you’re asking your assets to do for you. Technically, we call it goals-based investing. Goals-based investing allows your assets to support your income need through time-frame appropriate allocations for high probability returns.

Your Assets – Net Worth

  • Home
  • Vacation Home
  • Savings and Checking
  • IRAs, 401ks, Retirement Plans
  • Investment Accounts
  • Roth IRAs
  • Deferred Compensation
  • Stock Options
  • Real Estate Investments
  • Business Ownership

Income Sources

  • Social Security
  • Pensions
  • Deferred Compensation
  • Business Earn Out
  • Real Estate Cash Flow
  • Part-time Work
  • Inheritance

Your Goals

  • Maintain Lifestyle
  • Travel and Vacations
  • New Experiences
  • Charitable Giving
  • Education for children and grandchildren
  • Hobbies
  • Comfortable retirement
  • Financial Independence
  • Peace of Mind in Retirement
  • Leave a Legacy for Family

SOJOURN

SOJOURN brings clarity to what you are asking your assets to do short-term (income), and what you are asking your assets to do long-term (growth), to meet your life goals