Expertise for the big picture and finer details

FAQ's

  • What makes Vivian Investment Partners a good choice for me?
  • What does “Financially Independent” mean?
  • How do I know if I am Financially Independent yet?
  • What do you mean by a “Work-Optional Lifestyle”?
  • Can I still work with Vivian Investment Partners no matter where I live?
  • How do I know if I would be a good fit?
  • Is there a charge for an initial meeting with you?
  • Is there an investment minimum?
  • My finances are complicated. Is V.I.P. able to handle that?
  • How can I be sure my money and information are kept safe?
  • What is an RICP?
  • What is a CFP®?
  • What does a Fiduciary mean?
  • What does it mean to work with an Independent organization?
  • What are your fees?
  • Do I really need an advisor? Maybe I could do it myself.
  • I’m ready to work with V.I.P. What’s the next step?

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.