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Woman standing on Wall Street

Have you looked at a map at an outlet mall trying to find your way to a particular store? Some of the signs have a “you are here” sticker to help figure out where you’re at. No matter where you are in life — planning for retirement or planning your estate — you have goals and dreams. At Envision Wealth, we believe that adopting a holistic financial planning approach that’s focused on what you want out of life improves the chances of achieving it.

Your financial plan: it’s all about you

Financial planning starts with learning about you. What’s most important to you — family, community, sustainability, pastimes, church. We’ll ask a lot of questions about what you’re really thinking, feeling, and worried about. We’ll also ask about your experiences with money and what you’ve accomplished so far. By helping you articulate your aspirations, we are able to better understand you, and you are better able to understand where you want to be.

Comprehensive financial planning is wealth management

You pay taxes, save, spend, invest, protect, support causes and transfer wealth. Successful wealth management combines all these things into a cohesive plan. Looking at your personal situation, we’ll gauge where you are now relative to your life goals and priorities. Where gaps exist, we’ll create a blueprint that fits within your resources, risk tolerances and values. Your odds of achieving your vision increase when you commit to implementing a plan that reflects your values.

A plan coupled with advice gets you through ups and downs of life

Just when you make a plan, life happens — bad economies, illness, and extended disability. Events like these can change everything. We’ll help you plan for the unexpected, anticipate change, and adjust your plans over time, as necessary. Over the course of your lifetime, your dreams, goals, and circumstances can change. Through life’s ups and downs, we’ll be there to provide guidance, monitor your progress, and help keep your plan in sync with your dreams. This disciplined planning process has helped other clients improve family communication, increase accountability and achieve their goals.

How do you envision wealth?

How you envision the rest of your life might involve family members, adventurous travel, or passions you postponed to pursue a career or raise a family. Maybe you’re already living the life of your dreams, but are thinking about your legacy. To get to your destination, it is important to find your “you are here” sticker. To explore what this might look like for you, contact us for a no obligation assessment.

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

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