Volante Integrated Planning
Our name, “Volante” denotes a flywheel and symbolizes the concept of a reinforcing loop of momentum, that inevitably once started, is virtually unstoppable. Once in motion, each turn of the flywheel builds upon work done earlier, compounding your investment of effort. When you align the proper elements with effort and velocity, you inevitably build dynamic momentum. At Volante Integrated Planning, we believe this logic of dynamic momentum applies when you apply direction and action with the key elements of an integrated plan. And as a result, the compounding momentum you build, propels you to achieve a remarkable outcome. We believe everyone has a desire to achieve the remarkable, even if you’ve already reached substantial success. When we help our clients achieve clarity and direction on their vision, they experience their version of financial freedom, without limitation. Our team at V.I.P. are here to help you achieve your desired outcome.
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Decision-makers and verified team members
7 contacts with verified email or phone · masked until revealed.
- AS
Amy Stiner
Financial Advisor · Finance & Accounting
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Jennifer Steil
Founder & Principal · General Business & Management
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Maria Mar
Director of Operations for Northwestern Mutual the Woodlands & Volante Integrated Planning · Finance & Accounting
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Shane Frugé
Principal & Financial Advisor · Finance & Accounting
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Top roles at Volante Integrated Planning
7 distinct titles indexed · top 7 shown.
- 1associate financial representative
- 1director of operations for northwestern mutual the woodlands & volante integrated planning
- 1financial advisor
- 1financial planning analyst
- 1founder & principal
- 1principal & financial advisor
- 1risk operations and client services
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