Is the pursuit of your financial life goals grounded in your values? Often in the speed of life, we don’t define what matters to us. Envision’s holistic, values-based financial planning starts with getting to know your values and passions.
Our partner, Ethic, provides 19 choices to fine tune your definition. You may invest by investing in current economy companies, trying to do better or by investing in "new economy" companies looking to address our challenges in a fresh new way.
Are you ready to find out more about Envision’s values integrated approach to your finances and investments?
We serve a diverse client base. Most of our clients hold values such as racial equity, women’s empowerment and environmental sustainability dear. They also prefer to outsource the management to a capable advisor who is both credentialed and caring.
