Envision® your future
Our investment planning process helps us gain a better understanding of your current position, your desired destination, and any blind spots along the way. Our team uses the Envision process to help your family gain and maintain your wealth across generations.How it works
 We start by getting to know one another and establishing our working relationship. We’ll get to know you, your family, and your personal situation, and we’ll discuss your concerns and goals for the future. We begin with your life and then plan your money around it. |
 When we have a full understanding of your financial picture, we recommend a plan to you based on your risk tolerance, priorities, retirement goals, estate planning needs, risk management, and insurance needs, to name a few. Our Envision planning technology even allows us to take your plan out for a “test drive” before implementing it. |
 When you feel confident that our recommended investment strategies will keep you in your “Target Zone,” we implement them. We make sure everything is documented so that we can evaluate your progress as we go. |
 You go on living your life. We chart your progress and continue to schedule meetings with you to review and adjust your plan as your life changes. Aside from our meetings, you can login to your online account and track your portfolio yourself. We encourage you to reach out to us as questions arise. |