Avoid Common Mistakes: Tip15

Client Service Agreement

Client Update Form

Confidential Questionnaire

Financial Planning Process

Form ADV Part 2 Brochure

Investment Policy

Privacy Policy

Myth of Active Management

Self-Directed Portfolio Management


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Who We Are

Warren McIntyre is a CFP™ and the founder and principal of VisionQuest Financial Planning LLC in Troy, Michigan. More

What We Do

We help you achieve your lifestyle goals by providing unbiased advice on a fee-only, as-needed basis. More

Why Choose Us

Get professional expertise at a reasonable cost with our New Choice for Smart Consumers™ More

Our Process

We want financial planning to be as painless as possible. Check out our 6 step process. More