Smart Strategies for Wealth Management Planning

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Vermont wealth manager One Day In July provides tools and training for investors

Creating a successful wealth management plan doesn’t happen overnight. It requires careful planning, identifying future needs, making a list of life goals, and understanding spending and savings patterns. One Day In July’s team of Vermont wealth managers can make the job easier for clients.

“Excellent wealth management starts with index fund investing,” states Dan Cunningham, Founder of Vermont financial advisory firm One Day In July. “And good index fund investing is based on assessing a client’s risk tolerance, position in life, and asset composition. We pride ourselves on getting to know our clients’ needs and creating a transparent relationship that puts their best interests at the top of the list. Without that level of trust, we wouldn’t be able to create their perfect wealth management plan.”

Though there are many wealth managers to choose from, it’s important for investors to be aware that they are not all created equal. Many wealth managers charge clients high-fees that can quickly impact the success of an investor’s plan. In addition, many larger wealth managers receive kickbacks to push certain funds, even when they aren’t right for the client’s plan. One Day In July removes those hurdles for clients by focusing on lower fees coupled with diversified index fund investing. This approach allows investors to keep more money in their portfolios and build a level of trust they may not have had elsewhere.

Wealth management doesn’t have to be complicated, especially when you have the right advisor to guide you,” said Cunningham. “By taking a moment to look at the big picture, finding an advisor who has your best interests at heart, and keeping the plan simple, you can create the right plan for you.”

For more information on One Day in July or to get started with your wealth management strategy talk with a Vermont wealth manager today or visit

About One Day In July
One Day In July is a Vermont financial advisory firm that helps individuals, non-profits, and businesses save and invest using low-cost index funds. Index funds are sweeping the nation, and they are one of the fastest growing trends in American investing. By focusing on reducing fees for investors, including those of the financial advisor, One Day In July is bringing long-overdue changes to investors in Vermont and other states. To learn more about the services offered by One Day In July, please visit

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Charlotte Lyman
+1 (802) 863-3929 Ext: 117
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