Financial planning for every stage of your life.
We cover your financial blind spots, so you can enjoy your day-to-day life guilt free, while building wealth for the future you envision.”
James Brewer, CFP®
Founder of Envision Wealth Planning
Don't just take our word for it.
Expertise has rated us one of the top financial advisors in Chicago for the past 5 years!
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Our Services
At any stage in your life, we're right by your side to help you achieve the goals, dreams, and future that you envision.
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Financial Wellness Life Planning
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Retirement Planning
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College Savings Planning
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Loan/Debt Repayment Planning
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Newlywed Financial Planning
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Family Financial Planning
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Wealth Management & Investing
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Socially Responsible Investing
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Small Business Financial Planning
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Divorce Financial Planning
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Women’s Financial Planning
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African-American Financial Planning
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