James Brewer, CEO and Chief Financial Life Architect at Envision Wealth Planning provides an overview on financial life planning and values based financial planning as it pertains to one particular woman's goals and values!

Envision Wealth Planning's goal and passion is to educate people on how to pursue money freedom through smarter money moves. Moves aligned with one's personal values! Taking a holistic view, the Envision wealth financial planners ask questions to ask about life's passions, goals as well as current assets to uncover a complete and holistic view of our financial life planning process.

In this video, James discusses a client case study and how Catherine was able to find success through the guidance and tools provided to her by Envision Wealth Planning.

Envision Wealth Planning designs financial plans for women, from Millenials to Boomers. Our goal is to align your goals together with your personal values so that we can help successfully build your financial future.

We call this "Values Based Financial Planning."

This process starts by learning about you. What are your deepest values-based financial planning goals, hopes, challenges, and even your fears? We don’t believe that money should be separated from the life that it serves.

We encourage you to take the first step towards your financial wellness, with us. Talking about your finances may feel stressful, but that’s why we’re here. We pride ourselves on making the financial planning experience more comfortable and accessible for anyone.

The first step is completing our brief Interests and Goals Questionnaire here: [ Ссылка ]

Contact Us
(312) 448-1010
info@envisionwealth.us

We are located in Chicago Illinois and Albuquerque New Mexico and we also serve clients virtually throughout the United States.

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