At Envision Wealth Planning, we believe in a more personal experience. We want to meet you where you are most comfortable. Whether that may be in our office, your home, at your place of business, a local café in your neighborhood, or on Zoom. As we continue to expand, our current office locations are based in Chicago, Illinois and Albuquerque, New Mexico,* through virtual meetings, we serve clients throughout all of the United States.
*Focusing on Women’s Financial Planning, Kathleen Connors is located in our Albuquerque office and meets with clients via Zoom.
The first step is scheduling a complementary Discovery Call to discuss your overall goals with financial planning. After the call, you’ll be invited to schedule an in-person meeting.