Women's Financial Planning in Albuquerque

Envision Wealth Planning provides values based financial planning and values integrated investment management services to the residents of Albuquerque, New Mexico and the surrounding areas.

Values based financial planning services are now available in Albuquerque! Kathleen Connors manages and serves clients of our Envision Wealth Planning ABQ Office. Serving as the Women’s Financial Planning Director, Kathleen went to work with Envision Wealth Planning due her strong belief that the residents, namely the women, of Albuquerque deserved to have a more personalized, values-based, comprehensive type of financial planning and advice. The kind of financial advice and guidance that Envision Wealth Planning has offered for over 13 years. We are now very proud to be included as one of the 30 best financial advisors in Albuquerque by Expertise.com.

Quality Financial Advice for Albuquerque!

Envision Wealth Planning strives to make quality financial advice available to a broader group of people. We do so with a pricing model based on financial life complexity. This allows you to pay financial planning fees based on your income. A traditional financial planning model is based on investment assets you already have.

Once more, that traditional model often has investment asset minimums, which may price you out of getting any financial at all! Our holistic financial planning approach starts with understanding the values, goals, passions, money mindset, etc. The kinds of things that are important to the people of Albuquerque. Things that drive a kind of comprehensive financial planning most people are seeking today!

Invest in Your Personal Values

In addition to helping our clients integrate their values into their planning, we also help them do the same with investments via our Envision Justice Series™ Portfolios. Do you seek gender justice, racial justice, climate justice, and indigenous rights? If so, does your current portfolio incorporate those values? Our investment models allow our clients to incorporate the “issues they hold dear” into their investments that generate excellent retirement and wealth-building returns.

Personalized Insurance to Needs

Rather than make our clients go elsewhere to implement their life, disability, and long-term care insurance needs, you have the option to implement these protections through our affiliate, Envision Insurance Services, LLC.

Values Based Financial Planning in Albuquerque

We are here for you! When you’re ready to get started, we invited you to complete our comprehensive Questionnaire. This will start the conversation, right away to ensure we are are the right fit for you. Our goal is to help you pursue your individualized financial planning needs. Envision Wealth Planning is ready to help you make smarter money moves integrated with your personal values! Please read about the many resources we have available to our clients, by visiting the entirety of our website and below.