Discover values based financial planning for women in Albuquerque, New Mexico. Kathleen Connors heads up our Envision Wealth Planning – Albuquerque location. She also serves as our Women’s Financial Planning Director. Kathleen focuses on values based financial planning for women and families to help them to make smarter money moves that align with their personal values, goals, and passions. She prefers to meet with clients virtually, through the magic of Zoom or other online video chat platforms.
We are here for you! When you’re ready, complete our Interests and Goals Questionnaire. This will start a conversation, right away, to see if we’re the right fit 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! Check out the many resources on our website.
Suggested Meeting Place
If you prefer meeting at a café instead of your home or place of business, this is our “usual” in your neighborhood. Know a better place? Sure, we love trying new places.