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FINANCIAL PLANNING PACKAGES

Our specially tailored financial planning packages are designed to align with your unique aspirations and life stages. Whether you are building your financial foundation, optimizing wealth accumulation, or seeking advanced investment strategies, our solutions offer clarity, insight, and direction. Dive into a world where your financial goals are not just a vision, but a well-charted journey to success. Unravel the potential of your financial dreams and transform them into achievable, strategic realities.

Comprehensive Planning

Ideal for those in the Accumulation Phase


  • Saving for a Child's Education
  • Survivor Needs & Risk Management Analysis
  • Legacy & Inheritance Planning
  • Goal Funding Planning
  • Asset Allocation Analysis
  • Debt Management Planning
  • Monthly financial & economic newsletter
  • Invitations to Exclusive Educational Workshops


Optional Add-On:

Tax Return Review & Planning

Opportunities Analysis

Retirement Planning

Ideal for Pre-Retirees and Retirees


  • Assess current Savings Strategies for goal alignment
  • Formalize Financial Goals for Retirement 
  • Optimize Retirement Income & Tax-Efficient Withdrawals
  • Health & Long-Term Care Cost Planning
  • Charitable Gifting & Legacy Planning
  • Asset Allocation Analysis
  • Monthly financial & economic newsletter
  • Invitations to Exclusive Educational Workshops


Included Add-On:

Tax Return Review & Planning

Opportunities Analysis

Build Your Own Financial Plan

Build Your Own Financial Plan

While many clients opt for our standard planning packages, we understand the need for tailored support and offer a la carte planning services to fit your specific needs. Whether you select topics from our existing packages or choose your own focus area, we provide customized assistance, estimating hours on a project-by-project basis. Additionally, we offer one-time fee engagements for those seeking a second opinion on selected topics. For future reviews or updates, we charge an hourly rate.

Note that for particularly complex situations, an hourly rate may apply.

How it Works

Complimentary 30-minute assessment meeting for goal review and process overview

Fact finding and strategy meeting for goal setting and action plan development

Check-in meeting for action item and goal progress review with on-going email support

Financial Plan update can be completed each year to help you stay on track

Meet Your Financial Advisors

John Vande Bossche, CEO

John Vande Bossche, CEO

For over 20 years John Vande Bossche has been helping clients define and map out financial goals as he stays on top of industry trends and successfully creates long-lasting relationships.

As President and Wealth Manager at Vande Bossche Financial Planning & Wealth Management, he oversees client acquisition, retention, relations, innovative corporate leadership, and wealth and investment management. For John, helping others is the most rewarding part of the role.

With education and learning being a life-long pursuit, John holds a bachelor’s degree in business with a marketing emphasis and his Series 6, 7, 63, and 65 licenses through LPL Financial. He specializes in financial planning, generational planning, and investment management.

949.863.5971
john@vb.financial

Kristen Vande Bossche CFP<sup>&#174;</sup>, RICP<sup>&#174;</sup>

Kristen Vande Bossche CFP®, RICP®

For over a decade, Kristen Vande Bossche has assisted in financial planning strategies as she helps educate her clients and understand their goals. She specializes in retirement planning and creating detailed distribution plans.

As Director of Financial Planning at Vande Bossche Financial Planning & Wealth Management, she oversees asset management, the creation of comprehensive financial plans, and managing and overseeing 401(k) clients. For Kristen, helping clients pursue their financial and personal goals is the most rewarding facet of her role.

A graduate of Washington State University, Kristen earned a bachelor’s degree in business. She also holds the Series 7 and Series 66 securities licenses through LPL Financial and is a Retirement Income Certified Professional® and a CERTIFIED FINANCIAL PLANNER™.

949.863.5896
kristen@vb.financial