You may equate investment portfolio diversification with the adage “don’t put all your eggs in one basket”. This is an oversimplified analogy. Modern Finance takes a financial science approach. This approach originated in academia. Think of building an investment portfolio like creating a favorite recipe...

Does something have you unsettled about your financial plan? What Are You Afraid Of? allows us to stress test your personalized financial plan against variables that you cannot control. We can see the impact of individual variables on your Recommended Financial Plan Scenario, or can...

Our goals-based financial planning takes a holistic view of you. You may be like many and have no idea of what is meant by financial planning. Financial planning let along goals-based financial planning does not have a universally accepted definition. We created this webinar so...

Financial life planning clients get access to the Powerful Play Zone® through their own portal. It allows clients to explore with or without their financial architect what happens to their plan when they change variables such as retirement age, goals, savings, and portfolio allocation. After...

Investing typically is part of retirement and college planning, whether that be retirement investing in a 401(k) or 403B plan IRA or Roth IRA, or 529 college savings plan There are many ways to view investing. Too often, it is simply judge says that by...

Saving on college cost involves strategies beyond saving to pay for college. Student loan debt is burdening millions. Reducing the student loan burden starts with the college selection process. Many parents feel guilty for not having saved more. Too often the focus is on getting...

Envision Wealth Planning helps clients develop a financial life plan that considers their goals and resources and uses powerful software to empower their lives. We serve clients across a range of professions and circumstances. That is why we need software that is flexible to create...