Envision® Plan

The first plan in our Comprehensive Wealth Management process is the Envision® Plan. The Envision® Plan begins with clarity. We provide deep insight and reflection through inquiry. What are our financial objectives?

What do you want your money to accomplish for you? What do you want your wealth’s impact to be on your family, community, and the charities that you hold dear?

From this conversation, we help you translate these objectives into measurable goals then review those goals to help ensure they are realistic and attainable.

In each meeting, we use the Envision® process to provide an elegant framework for tracking our progress and to provide insight for future decision making. The Envision® Plan, in concert with the Investment Plan, helps clients answer the question "Am I going to be ok?"