SOJOURN
A PAUSE IN THE PATH OF A LONGER JOURNEY
About Sojourn™
A custom investment policy based on what you are asking your assets to do.
Our Approach
Vector Wealth Management is passionate in helping clients succeed amidst complex financial situations, providing a framework to make confident, smart decisions and ultimately planning for tomorrow while getting today right!
The SOJOURN® Plan graphs illustrated in this section are designed to demonstrate the firm’s general approach to retirement distribution planning to achieve the client’s plans for long-term liquidity, stability and growth. Plans will vary for each client, depending on their financial circumstances, objectives and available assets. There can be no assurance that the firm’s approach will be successful for all clients.
Assets are segmented based on when they will be consumed
At Vector we determine how much of our clients’ assets have to be in specific time-frames to help support the income objectives they have in retirement.
Portfolio adjustments are made over time
As you begin to consume from your assured income portfolio, all four portfolios are adjusted to achieve the growth or stability required over the assigned time-frame.
Retirement income is staged to take advantage of market cycles
Segregating portfolios based on return expectations and time horizons achieves the growth or stability required over the assigned time frame, liberating your income sources from the volatility of market cycles.
“Each client relationship begins with listening and developing a SOJOURN™ wealth plan. This plan serves as the client’s financial foundation for refined decision making.” - Thomas Fee, Founder & Chairman
The Well Balanced Podcast
Vector’s podcast, Well Balanced, offers a passionate and entertaining look at money and investing. Themes include Financial Planning Topics, Market Perspectives, and Well Being in Retirement.
Subscribe to Vector’s Well Balanced podcast on Apple or Spotify for weekly market updates and real-world financial planning scenarios.
