Envision® Process



Our Envision process offers you an effective way to identify your highest priority goals and develop an investment plan designed to help provide you with the wealth you need to live your life the way you want. Instead of tracking your portfolio's performance against a standardized index, such as the S&P 500, we monitor your progress toward achieving your life goals on your own fully customized index.

  • Identifying what is important in your life and helping you prioritize your financial goals 
  • Coordinating and integrating cohesive solutions for all your financial affairs including wills, insurance and tax strategies 
  • Creating a well-balanced, diversified portfolio based on your objectives, risk tolerance and investment time horizon 
  • Monitoring results, reviewing changes in your circumstances and adjusting your investment strategy as necessary based on your situation

Find out more about how our Envision planning process  helps clients stay on track.