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, Founder
Envision offers a unique comprehensive financial planning approach where clients pay by subscription. We offer initial meeting packages to currate your personal plan. Then we help you build your financial health through trimester meetings. Pay for what you need.
Envision has curated investment portfolios that connect your personal values with risk-adjusted return enhanced percentages. We encourage you to have a holistic financial plan but if you are interested in our portfolios, click here to see if you qualify for investment only!
Financial Literacy for All
Get access to our year long fiscal calendar. We provide financial education to clients and those who register for our monthly webinar. You can learn how to subscribe for more content on our presentations page!
TELL US WHAT’S IMPORTANT TO YOU