Visual: Kate (a mom in her late 30s/early 40s) and Alex (a dad in his late 30s/early 40s) are sitting at a kitchen table. Kate is on the phone, while Alex is working on the computer. Both seem stressed and worried. Brad (a child about 5 years old) is playing next to the table with a piggy bank, as if he’s trying to help them out.

Narrator: Managing finances can be stressful. Why not get help from a Vanguard advisor?

Visual: Kate clicks “Get started” on her phone to be connected with a Vanguard advisor.

Kate: We need to get on track for retirement.

Visual: Kate looks over to Brad playing.

Kate: And start saving for college.

Visual: A friendly advisor (mid-50s, well-dressed woman in a nice office) listens closely to Kate.

Advisor 1: Of course, Kate, we’ll figure this out together. First, tell me about your income…

Visual: We pull back to see Kate and Alex video chatting with Advisor 1.

Narrator: Our advisors start by lending an ear. They learn about you, your finances, and your needs, and help you define your goals.

Visual: We see a closeup of Kate’s phone, which displays a financial plan with Kate and Alex’s portfolio and investment performance.

Narrator: They’ll build a personalized, flexible plan that fits your ambitions and lifestyle.

Visual: Kate and Alex are once again speaking to the advisor.

Advisor: So, Alex, Kate, how does your plan sound? Ready to sign off?

Alex and Kate: Let’s do it!

Visual: A computer screen displays the Vanguard Personal Advisor dashboard, which shows Kate’s and Alex’s progress against their financial goals.

Narrator: We put your plan into action using funds available to you and strategies we’re known for—and manage your portfolio, so you can get out and enjoy life.

Visual: We pull out to reveal Kate sitting at a table and looking at their account information on her phone.

Narrator: You can always check in on your progress—anytime, anywhere.

Visual: Kate, Alex, and Brad are moving boxes into a new home. Brad looks to be about 13 years old now.

Narrator: You’ll get regular progress updates. And an advisor is available to connect whenever you need to.

Visual: Alex is sitting at the kitchen table video chatting with Advisor 2 (a male in his mid 40s) while Kate puts glasses away on a shelf.

Advisor 2: Happy you’re settling into your new home.

Alex: Thank you! Now can we revisit Sally’s goal of retiring at 67 to make sure we are on track?

Advisor 2: You got it!

Visual: We move into the future as Kate, Alex, and Brad (now a young adult) are sitting around the table video chatting with an advisor on the computer. Standing beside them is a pregnant woman.

Narrator: And when life brings change, we’re here by your side.

Kate: We’re going to be grandparents!

Advisor 2: Congratulations! There are a lot of ways you can help contribute.

Narrator: Our advisors don’t make commissions and are fiduciaries, always acting in your best interest. They can guide someone through estate planning and provide guidance on philanthropic giving.

Visual: We see Advisors 1 and 2 rotate through the graphics.

Narrator: Connect with us over the phone, email, or video chat.

Visual: We see Kate, Alex, Brad, and the young woman—now holding a baby—around the table chatting with an advisor on the computer.

Narrator: Some clients get the whole family involved.

Visual: We see Alex calling Advisor 2.

Narrator: And others chat privately when they want to plan something special.

Alex: Can I afford to surprise the family with a trip?

Advisor 2: How exciting! Let’s take a look at your plan.

Visual: We see Kate, Alex, Brad, and the young woman on vacation. Pull out to reveal two palm trees that transition to the V in Vanguard.

Narrator: With no outside investors, Vanguard only serves one group of people: you. Advisor, planner, coach, or financial friend. Whatever you call us, we’re here when you need us—and have your best interests at heart.

The legal details

Whenever you invest, there’s a chance you could lose the money.

Vanguard is owned by its funds, which are owned by Vanguard’s fund shareholder clients. Our retail direct investment advisory strategies, in turn, are built on core investments in the Vanguard funds.

Vanguard Personal Advisor's services are provided solely by Vanguard Advisers, Inc. (VAI), a registered investment advisor. Go to vanguard.com/legalbrochure for important details about this service. Vanguard Personal Advisor's financial planning tools provide projections and goal forecasts, which are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results.

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