Vine & Fig Tree Wealth Planning, LLC

www.vineandfigtreewealth.com

I partner with organizations, advisers, non-profits, and sponsors to empower their employees through education meetings - whether individual or group. Continuing to work in the industry while I teach in higher ed will keep my teaching relevant and potentially allow routes for students into our qualified plan field via internships or introductions. I teach on MWF, so Tuesdays/Thursdays are open for meetings, as well as mid-December to end of January and all summer. So, certain times in year, travel is not a concern. I know not all advisers enjoy employee meetings or the large recordkeepers may send a newer employee who only knows enough to deliver the presentation. My ideal client would recognize the value in my showing up and ensuring a strong relationship with employees. I have no advisory business, so I am focused purely on education rather than competing for adviser business. My fees are based on number of participants, meetings, and locations.

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I partner with organizations, advisers, non-profits, and sponsors to empower their employees through education meetings - whether individual or group. Continuing to work in the industry while I teach in higher ed will keep my teaching relevant and potentially allow routes for students into our qualified plan field via internships or introductions. I teach on MWF, so Tuesdays/Thursdays are open for meetings, as well as mid-December to end of January and all summer. So, certain times in year, travel is not a concern. I know not all advisers enjoy employee meetings or the large recordkeepers may send a newer employee who only knows enough to deliver the presentation. My ideal client would recognize the value in my showing up and ensuring a strong relationship with employees. I have no advisory business, so I am focused purely on education rather than competing for adviser business. My fees are based on number of participants, meetings, and locations.

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Country

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State

Iowa

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City (Headquarters)

Dubuque

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Employees

1-10

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Founded

2019

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Social

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Potential Decision Makers

  • Founder / Lead Educator

    Email ****** @****.com
    Phone (***) ****-****

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