Financial wellness means something different for everyone, so the first questions our financial life coaches ask you will always center around your idea of the ideal financial situation and what that looks like. Whether it means retiring early, traveling the globe, leaving a substantial trust fund for your children or grandchildren – we want to know what your ideal financial life looks like so we can help you come up with a plan that will get you there.
Although it’s true that every accomplishment starts with a dream, it’s equally true that the second step of every accomplishment is a plan to help make that dream a reality. Once we know what your financial goals are, we’ll work with you to determine your current financial situation and how you can get from where you are to where you want to be. This means creating a financial blueprint that will allow you to work within your financial reality to build your ideal financial life. We’ll help you identify your risk factors, as well as what you should prioritize in order to build the solid financial foundation you’ll need in order to reach your goals.
Building wealth is a lifelong process, and at Envision, our financial wellness advisors work with you every step of the way to help make sure you stay on track to reach your goals. As things come up and your situation and/or goals change, we’ll help you adjust to take those changes into account and reach your dream of financial independence.
Just like it takes more than an architect to build a house, it also takes more than a financial life advisor to build your ideal financial life, which is why we work with trusted insurance agents, tax professionals, and attorneys to help you reach the financial independence you’ve always wanted.
For us, financial planning isn’t a job – it’s a purpose. And at the heart of that purpose is helping you achieve a state of financial stability that let’s you sit back, relax, and enjoy. Our mission is to make your financial dreams a reality, while making them as stable as possible, so you can live those dreams to the fullest.