Our immigrant financial planning is powered by the life experience of Dr. Nandita Das. While you likely have elite intellectual credentials applied to your career, culturally you may find yourself a stranger. As an immigrant and professor at a historically black university (HBCU), she recognizes the challenges of adapting to a new culture, whether the situation is a new country or being the first member of your family to graduate from college and work a white-collar job. She seeks to help immigrant professionals and next generation professionals secure their dreams for their families.
As our immigrant financial planning specialist, she seeks to make a meaningful impact in your financial life, empower smarter money choices aligned with your life. Nandita brings heart, empathy and amazing credentials. Through Envision Wealth Planning, she seeks to understand your values, goals, passions, relationships, money mindset and cultural background.
Why we think immigrant financial planning is different? Along with your family, the culture where you were raised greatly influenced your thoughts about money. All advisors at Envision Wealth Planning take time to learn about how your background influences your money mindset. Envision’s approach to financial planning starts with learning about you as a person- your values, passions, goals, relationships and your money mindset. If you are like many immigrants, your career was the pivot for you to come to this country. Career focuses on a skillset that is valuable to your employer, it does not completely help you transition into the norms and laws of the US. What you could do in your country as a family owned business, may not be possible in the US. What you want for your children may require a different path in the US. Your values and you pursue them may involve how you invest your money, how you use estate planning and what benefits you offer your employees.
All Envision Wealth Planning advisors are independent and fiduciary investment advisors. If you’re unfamiliar, with the term, that means that we legally we must put your interests ahead of our own. We believe that doing our best for you, means expanding our knowledge. Dr. Das, is a Finance Professor, Chartered Financial Analyst, Certified Financial Planner, Enrolled Agent with the IRS and a Retirement Income Certified Professional.
It is easy to see that Nandita, as our leader in immigrant financial planning, has the heart and credentials to help empower your financial life planning.