Chicago, Illinois Financial Planning

Chicago, Illinois

Envision is proud to serve the residents and business owners of Chicago, Illinois. We come to you and meet you where you’re most comfortable, whether that’s at home, your place of business, or your favorite neighborhood café.

Discover Values Based Financial Planning in Chicago, Illinois. Envision Wealth Planning is headquartered in Chicago, Illinois, serving clients in Chicagoland and throughout the United States. We meet with clients in person or through the magic of Zoom (or other online meeting platforms), 

Envision Wealth Planning CEO, James Brewer is available to meet at our office headquarters on Michigan Street or any Chicago area location. He is also available to meet via Zoom and online meeting platforms (for those located in and outside of Chicagoland).

Complete our Interests and Goals Questionnaire to start a conversation, right away! We would first like to see if we are the right fit. Our goal is to help our clients pursue their individualized financial planning needs. Envision Wealth Planning is ready to help you make smarter money moves! 

TAKE THE QUESTIONNAIRE

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.

1449 S. Michigan Street
Suite 103
Chicago, IL 60605

Discovery Call

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.
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