Individual Services

Financial Planning Services

As your financial advisor, our financial planning job is to answer your questions in plain English. By doing so, you can make educated and informed decisions about your retirement. Below is the process of how our team helps make your retirement a success. This process serves three purposes:

To give you a framework for evaluating other firms you may be considering
To help you (and us) make an informed decision about working together
To help you know exactly where you stand in the four key areas of retirement success

For people who are potentially a good fit for our services, there is no cost or obligation to undertake this process. We want you to understand exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.

Please take a moment to look through the steps of our process on this page. Then, if you see us working with you, please contact us here or call either of the numbers below. We look forward to hearing from you.

Photo of a couple looking doing financial planning to pay for it. at plans for a new home and doing financial planning to achieve their goals

Envision Financial Planning Process

Step 1: Initial Phone Meeting

Step 2: First Office Meeting

Step 3: Our Analysis

Step 4: Second Office Meeting

We will explain how to achieve your financial goals, including the answers to the four questions from our analysis. You will see, in dollars and cents, how our firm can improve your finances. At the end of this meeting, we will ask if you would like to work with us. While we would love for the answer to be yes, we will never pressure you, and there will be no hard feelings if you decide we are not a good fit.