VALUES-BASED FINANCIAL PLANNING Envision Wealth Planning offers a values-based financial planning process that starts by learning about YOU ad your life! 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! Values-Based Financial Planning Means: You are more than just assets. You have goals, interests, passions, values, relationships, advisors, and your own processes. So 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. Your needs, wishes, and goals in these areas shape five key planning areas that are part of any investment or wealth plan. By helping you articulate your aspirations, we are better able to understand where you want to be and develop a blueprint to help you get there. Before we get down to crunching numbers, we’ll talk about the things that are most important to you — family, community, pastimes, church. We’ll ask a lot of questions about what you’re really thinking, feeling, worried about your experiences with money; and what you’ve accomplished so far. Together, we’ll figure out where you are now and where you want to go. At Envision Wealth Planning, we will 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. Tell us what's important to you! Let's get started today.
