Envision Wealth Management
We discuss your goals (big and small), how you feel about money and what you hope to accomplish. Then we gather information about your assets, liabilities, spending and income. Additionally, we review your current insurance coverages, estate planning documents and tax returns and then provide easy-to understand analyses of each.
Our team begins to model your financial plan into a visual experience using our Envision Online Manager. This allows us to demonstrate how small tweaks and changes can have a major effect on the outcome of your plan. As a client, you will always have access to the online version so you can test these small changes moving forward as your plan develops over time. Visit Envision Online Manager for additional information.
Next, we ask you to identify what you want us to fix first, whether it is assembling the most appropriate investment portfolios, adjusting your insurance coverage, fixing your legal documents or working to lower your taxes. We then take care of the details and paperwork. This process continues until all of the necessary changes are made. We will work behind the scenes with your attorney or accountant to coordinate our efforts.
With a financial plan in place, we then keep close watch and suggest changes to your planning, investments, insurance, legal and tax structures as the need arises.
We listen. We understand. We work together to provide a continuum of service that lasts a lifetime.
And that’s the Envision Advantage.