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VISION

BASED PLANNING

Home

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VISION

BASED PLANNING

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Perspectives from our team on what we're seeing.

Estate

3 Unusual Estate Situations

Penny Jones

·

June 16, 2026

Three real-life estate stories, from a dog “owning” a house to squatters with pet ducks, that show why estate planning is important, no matter how strange it can be.

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Investment

Economic Update: Q2 of 2026

Camden Elliott

·

May 15, 2026

Fresh off the heels of our quarterly economic update here at Vision Based Planning, we wanted to share the rundown for anyone who missed it, what the latest numbers truly mean for investors.

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Vision Based Planning

Independent and fiduciary financial and tax planning strategies for executives at Discount Tire, Chevron, and Hilcorp, and pre-retirees.


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The Woodlands, Texas 77382


Office: (713) 338-0401

Fax: (888) 492-9402


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All securities services provided under the name Vision Based Planning are offered through Titleist Capital LLC. ("TC"), Member FINRA / SIPC. All investment advisory services are provided through Titleist Asset Management LLC (“TAM”), an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. Neither TC nor TAM provides legal or tax advice. Please consult your attorney and/or tax advisor for such services.  For more information on TAM’s advisory services please click on the following link https://adviserinfo.sec.gov/firm/summary/323567

© 2026 Vision Based Planning. All rights reserved.

Vision Based Planning

Independent and fiduciary financial and tax planning strategies for executives at Discount Tire, Chevron, and Hilcorp, and pre-retirees.


Contact Us


8111 Ashlane Way, Suite 219

The Woodlands, Texas 77382


Office: (713) 338-0401

Fax: (888) 492-9402


service@visionbasedplanning.com

Company

Our Services

Who We Serve

Blog

About Us

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All securities services provided under the name Vision Based Planning are offered through Titleist Capital LLC. ("TC"), Member FINRA / SIPC. All investment advisory services are provided through Titleist Asset Management LLC (“TAM”), an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. Neither TC nor TAM provides legal or tax advice. Please consult your attorney and/or tax advisor for such services.  For more information on TAM’s advisory services please click on the following link https://adviserinfo.sec.gov/firm/summary/323567

© 2026 Vision Based Planning. All rights reserved.

Vision Based Planning

Independent and fiduciary financial and tax planning strategies for executives at Discount Tire, Chevron, and Hilcorp, and pre-retirees.


Contact Us


8111 Ashlane Way, Suite 219

The Woodlands, Texas 77382


Office: (713) 338-0401

Fax: (888) 492-9402


service@visionbasedplanning.com

Company

Our Services

Who We Serve

Blog

About Us

Compliance

Privacy Policy

Form ADV

Form CRS

Our Socials

YouTube

LinkedIn

Instagram

Facebook

Company

Our Services

Who We Serve

Blog

Events

About Us

Compliance

Privacy Policy

Form ADV

Form CRS

All securities services provided under the name Vision Based Planning are offered through Titleist Capital LLC. ("TC"), Member FINRA / SIPC. All investment advisory services are provided through Titleist Asset Management LLC (“TAM”), an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. Neither TC nor TAM provides legal or tax advice. Please consult your attorney and/or tax advisor for such services.  For more information on TAM’s advisory services please click on the following link https://adviserinfo.sec.gov/firm/summary/323567

© 2026 Vision Based Planning. All rights reserved.

Vision Based Planning

Independent and fiduciary financial and tax planning strategies for executives at Discount Tire, Chevron, and Hilcorp, and pre-retirees.


Contact Us


8111 Ashlane Way, Suite 219

The Woodlands, Texas 77382


Office: (713) 338-0401

Fax: (888) 492-9402


service@visionbasedplanning.com

Company

Our Services

Who We Serve

Blog

About Us

Compliance

Privacy Policy

Form ADV

Form CRS

Our Socials

YouTube

LinkedIn

Instagram

Facebook

All securities services provided under the name Vision Based Planning are offered through Titleist Capital LLC. ("TC"), Member FINRA / SIPC. All investment advisory services are provided through Titleist Asset Management LLC (“TAM”), an SEC registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. Neither TC nor TAM provides legal or tax advice. Please consult your attorney and/or tax advisor for such services.  For more information on TAM’s advisory services please click on the following link https://adviserinfo.sec.gov/firm/summary/323567

© 2026 Vision Based Planning. All rights reserved.