As a woman, are you feeling financial stress? You’re not alone. Financial Finesse reports1 that 55% of women ages 30 to 55, with minor kids and household incomes less than $60,000 a year, report “high” or overwhelming” levels of financial stress. They aren’t the only...
When it comes to women and money, anxiety can often ensue. Yes! Women can reduce their anxiety over money by making smarter moves. Over the course of a half-hour conversation, a new client used the word “anxiety” four or five times when talking about her...
YourStake Edition Envision Wealth Planning has a passion for helping clients incorporate women’s empowerment and other personal values into their financial plans. We help clients invest in companies with strong financial records as well as how those companies treat the women who work for them....
Retirement planning for women can be trickier than most people may think. Most women I talk to are more concerned about paying less in taxes today than when they retire. In my opinion, women should shift their focus to paying less over their lifetime. For...
The meaning of fiduciary is a little more complicated than the simple question, “Are you a Fiduciary?” I understand the intent of why they are asking that question, the meaning of fiduciary is a little more complicated than that simple question. You may have read...
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), I often hear from millennial women, “But Mr. Brewer I don’t have any money to invest!” But I usually respond with, “Could there be funds available that you just don’t know about?” Let’s examine what might be going on. Credit cards make spending...
Can women retire successfully if they were to invest in gender equity? It’s well known that women and, even worse, black women suffer a pay gap compared to white men. It’s also reported that women tend to be more interested in ESG investing (Environmental, Social,...
Is the pursuit of one’s financial success goals based on one’s values (aka “values based” financial planning)? Unfortunately, we don’t take the time to sort out what it is that really matters to us. What many of us get, when it comes to creating a...
Could you inadvertently be harming women’s equity with your investing approach? If you are investing to get the returns of the S&P 500 without considering how these investments affect women, then the answer is yes. Of the approximately 5000 stock indexes available in the U.S.,...
There are many routes to face upon planning for Spousal Social Security Retirement Benefits. What if you have been in and out of the workforce taking care of others, or your spouse has made more money than you? Are you able to receive spousal Social...
Feelings of insecurity often pop up when the subject of women’s retirement comes up. So why are women’s retirement planning and saving such hard things to do? The path to retirement preparedness is cluttered with many obstacles. These often arise from a need to provide...
Disability insurance for single women is so important! When it comes to risks to insure against, many people, don’t put disability income protection on the list. Possibly that is because there is far more advertising made around the auto, health, homeowners/renter’s insurance, and life insurance...
Values-Based Financial Planning
At Envision, we help you implement values based financial planning which ensures that your financial decisions are aligned with your most important life goals and values. We’re great at finding ways to save you money and help you build wealth faster, but we’re even better at listening.
Tell us what's important to you
Get Started Today