Smart money moves are critical for a single young woman to make upon starting a career path. It’s critical to be smart about your money as soon as you start earning it. You alone are now responsible for your personal finances, and your financial success!...
Unfortunately, our children do not get a financial education while in high school. Those who go on to get a college education will only learn about finance in certain classes they take, and more specifically, through the degrees they earn. Most families don’t talk about...
Singing the investment returns blues? Your investment returns aren’t performing as well as you planned? Does your Morningstar investment rating show 5 stars, but your actual investment returns only show 1 star? You might need a better investment returns recipe! Not too long ago, I...
Building a child’s wealth, financial literacy, and experience with handling money, while they’re young, is critical. Wealth is a matter of both money and mindset! Start by being mindful of the consequences of your own spending and investing actions. Your goal is to ensure that the...
More and more investors are now seeking sustainable investing opportunities, including ESG investments. Once upon a time, sustainable investing meant a strategy that held up against the test of time. These days, sustainable investing focuses on environmental, social, and governance (ESG) factors when selecting investments....
In my experience, solo entrepreneurs are more familiar with the SEP-IRA than the Solo 401(k). A SEP (simplified employee pension) plan allows employers to contribute to traditional IRAs (SEP-IRAs) set up for employees. A business of any size, even self-employed, can establish a SEP. While...
Ethical financial advisors are on the rise and are now doing things within their businesses with the hope to serve as an example of the right behavior for the rest of the industry to follow. I’m tired of the nonsense “top advisor” lists based on...
As a woman, are you feeling financial stress? You’re not alone. Financial Finesse reported 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...
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. Our founder...
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...
Here is my case about why an investment fiduciary advisor will not always meet your best interests. The meaning of fiduciary is a little more complicated than asking this simple question, “Are you a fiduciary?” I understand why someone would ask that question! But the...
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.
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