We cover your financial blind spots, so you can enjoy your day-to-day life guilt free, while building wealth for the future you envision. At any stage in your life, we're right by your side to help you achieve the goals, dreams, and future that you envision. 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.
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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You are more than just assets. You have goals, interests, passions, values, relationships, advisors and your own processes. Understanding you helps us to shape and customize our approach to help you reach your end game. Six areas of your life have an impact on your financial planning and investment strategies: Your Visions & Values, Lifestyle, Family, Work, Health and Financial Well-Being.
Amber is currently pursuing becoming an investment advisor representative. She has diverse interests. She is helping to smooth out our client experience for both financial life planning and investment management. Nicole is currently a student at DePaul University. She has helped with research and developing our accumulation and distribution portfolios.
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.
CERTIFIED FINANCIAL PLANNER (CFP) is a standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
While many financial professionals use terms like financial advisor, financial planner or planner, we put meaning behind it. Our Financial Health and Wealth Committee consists of Enrolled Agents with the IRS, Finance Ph. D, Accredited Investment Fiduciaries, Certified Financial Planners and Chartered Financial Analysts, and Master's in Business.
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