As a woman, are you feeling financial stress? You’re not alone. Financial Finesse reported that 55% of women ages 30 to 55, with minor kids and household incomes less than $60,000 a year, report “high” or overwhelming” levels of financial stress. They aren’t the only...
I’ve been reflecting on the plight of African American wealth and wondering whether or not an African American financial advisor is part of the solution. Yes, I am an African American financial advisor, so I may be biased. I have, however, found that no matter...
Some so-called financial advisors refer to themselves as financial doctors. We expect much from our doctors. Many doctors are awesome. I credit my kids to my own fortunate second opinion. Hopefully you will benefit. Financial Advisor- Solutions before advice1 You go to...
Many retirement do-it-yourselfers (DIY) are unaware that they might be better off hiring a retirement planning professional like a Chartered Retirement Planning CounselorSM. Retirement planning has evolved over the years. My father and mother have enjoyed a lifetime of company pensions. With a stream of...
Values-Based Financial Planning
At Envision, we help you implement values based financial planning which ensures that your financial decisions are aligned with your most important life goals and values. We’re great at finding ways to save you money and help you build wealth faster, but we’re even better at listening.
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