About Us
Welcome to Vista Financial Planning Group, a financial services firm founded over 20 years ago and located in Federal Way, Washington. Our mission is rooted in honesty, integrity, and the timeless principle of "do unto others as you would have them do unto you." We strive to provide the kind of advice we would expect to receive if the roles were reversed, ensuring that our clients receive the highest level of service and care.
Jeffrey Hilt, as an airline pilot himself, has met numerous individuals in this field who could benefit from financial guidance. He joined the financial services industry with a clear purpose: to help his fellow pilots and flight attendants achieve their desired retirement. Jeff has observed that many high-income airline employees often fall into the tax trap by over-contributing to their 401(k) plans, unaware of the looming tax problem they may be creating for themselves.
Step One: Client Onboarding
We begin by setting up an initial “get to know you” meeting. This initial step allows us to understand your financial situation, establish a foundation for our relationship, and help you to determine if we are the right advisor for you.
Step Two: Goal-Based Financial Planning
Next, we perform goal-based financial planning. We work closely with you to identify your financial objectives, whether they involve retirement planning, investment growth, or securing your family's future.
Step Three: Identifying Areas Of Need
We then identify areas that need to be addressed, such as investments, insurance, or other financial concerns. This step ensures that no aspect of your financial health is overlooked.
Step Four: Addressing Identified Needs
Once we've pinpointed the areas that require attention, we proceed to address them as needed. This may involve opening a new investment account such as a Traditional or Roth IRA, taking on the management of your 401(k), or addressing a life insurance need. Our goal is to provide you with tailored solutions that align with your financial goals.
Step Five: Ongoing Monitoring & Review
Finally, we believe that financial planning is an ongoing process. We monitor and review your financial plan regularly, making adjustments as needed to ensure that you stay on track to meet your goals.