Contact The Vision Financial Services Team
Connecting with an empowered community is vital for financial growth. That's why we eagerly welcome your questions and feedback.
Our mission is to not just educate every motivated learner, but support you on the complete journey to Financial Wellness.
Please use this central contact form to inquire about personalized consulting sessions, case studies, event details, enrollment, media relations, partnership opportunities, or anything else finance-related!
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Prefer chatting? See available hours to message our Financial Team right on site for prompt answers without forms or email.
Call us directly at 760-452-9592 during business hours with time-sensitive requests and we’ll warmly assist or redirect your query.
We strive to respond within 1 business day across all channels. Reach out and let’s continue empowering financial freedom together!
Get In Touch
+1 760-452-9592
Address: 5055 Avenida Encinas - Suite 210, Carlsbad California 92008
Email: [email protected]
Assistance Hours :
Mon – Fri 9:00am - 6pm
Sat 9:00am - 6pm
Sunday – CLOSED
Want a free 20-minute face-to-face Zoom so you can ask away in person? Fill out the form below and we'll have someone reach out.
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Gayle Hendrix
★ ★ ★ ★ ★
When COVID hit, it was a financial wake up call for our family.
We had never learned how to save, invest or protect our money.
Raising 2 elite athletes and living and working in a very seasonal environment, we struggled badly.
When we sat down with the team at Vision they took the time to teach us the more than the basics ( which we desperately needed) but they also helped us face our personal situation and set up long term plans not only for my husband and I, but our teenagers.
We all now have a firm grasp on our finances and peace of mind that we had never had before.
Rich Kostas
★ ★ ★ ★ ★
Before partnering with Vision Financial, I never really understood any higher-end financial concepts. I had no idea there were ways to grow and protect money tax-free outside of Roth IRA… or that you could turn a 401(k) or IRA into income for life.
Vision Financial invested the time and broke it all down with simple language - taxes, investing, budgeting - in a way that finally made sense. I finally realized it’s not complicated. Most people just need a little education and simple plan to follow. I did, and I’m grateful I found this team.
Barrett Christy
★ ★ ★ ★ ★
I "didn't know what I didn't know" when I first came across Vision Financial. I was completely lost when it came to understanding personal finance. As an entrepreneurial wife and mom of two kids, I had a lot to manage on my own, so I thought it would be overwhelming. Their basic classes broke complex money topics down in simple ways I could understand and I have total peace of mind as a client.
FAQS
Do I need any prior finance knowledge to benefit from your classes?
No.
We design our personal finance curriculum specifically for beginner to intermediate learners. No matter your starting financial literacy level, our goal is to provide the foundational knowledge to become aware of best strategies for today's world. Classes progress in sequence to incrementally teach key concepts and strategies all the way from budgeting to tax-free wealth.
What if I don't have much time right now?
We allow learners to enroll in individual self-paced Zoom classes based on topics of interest, availability to commit time, and budgets. While our pathways help structure comprehensive learning, just taking our introductory classes and case studies Zoom sessions for example can greatly boost your financial skills. We make continuing future learning and strategy easy by building a relationship, getting to know your short and long-term goals and walking you through, step-by-step.
In addition, we have an expert team available for personal Zoom sessions that can work around your busy schedule, so you can fit this into the cracks of your day.
Can I interact with instructors for guidance?
Yes, learner support and engagement are cornerstones of our teaching methodology. All video classes provide access to discussion forums and message inboxes connecting you directly with credentialed instructor-coaches to ask questions, walk through exercises together, and get advice applying class learnings to your personal financial situation. We pride ourselves on tailored guidance.