Our team of financial advisors and their support staff are here to make your subscription-based financial planning a smooth and rewarding process. We understand that every individual’s financial goals are unique, and we are dedicated to providing personalized solutions tailored to your specific needs and values. Therefore, we use our expertise and experience to guide you through various aspects of your financial journey; including planning, investing, and financial education.
Our financial advisors and support staff collaborate closely to ensure that we develop a comprehensive and effective experience that aligns with your long-term objectives. For example, our marketing and operations team work to make the entire process becoming a subscriber, client or investor is as simple as possible. That way, our investors and advisor can focus on listening to you and accommodating any unique needs. Whether you are seeking to grow your wealth, recover from debt, plan for retirement, or optimize your investments, we are committed to delivering the highest level of service and support throughout your financial planning journey.
Meet our team below!
Creating the future of financial life planning.
Manager, Operations Envisioneering™
JD helps smooth the operations that support delivering our Envisioneering® Financial Life Planning Process. His duties encompass seeing that our financial planning, investment management, and insurance workflows run smoothly. He also helps prospects and clients get scheduled and tends to our accounts.
Lydia curates the client and prospect experience through Envision’s website, events, advertisements and publications. She focuses on keeping Envision up to date on current topics and trends to keep our content relevant for the independent thinker.