CLIENT ENGAGEMENT OVERVIEW
Integrated Wealth Planning begins with what we call “Personal Discovery.” What inspires you? What do you value? What are your real dreams for your life?
CLIENT ENGAGEMENT PHILOSOPHY
You are at the center of our Integrated Wealth Planning process. What are your goals? What is your vision for your life or for your family? Living with a purpose is the essence of inspired living. Your legacy remains long after you pass on. How do you want to be remembered?
We welcome you to come in for a no cost introductory consultation to see if our integrated approach is a fit for you and your family. We’ll get to know each other a bit, answer each others’ questions, and if it is a fit, we’ll agree to work together.
Integrated Wealth Planning occurs when core beliefs and highest goals become the reference point for financial and life decisions.
If money were no object, how would you spend your time? If you knew you couldn’t fail, what would you do? Having enough money for a comfortable retirement is important, but there is clearly more to a quality life than just the money. We encourage thoughtful meditation on your life’s purpose and the legacy you want to establish.
Once we have a firm understanding of YOU we help you NAVIGATE through the financial and wealth planning options available and appropriate for you. After exploration and agreement on a course of action, we’ll IMPLEMENT chosen solutions, rebalance investments, draft documents, etc. Once implemented, it is imperative to MANAGE results on an ongoing basis. We will monitor and compare the results against your life vision and goals on an ongoing annual cycle.
You have only one life to live. Let Envision Wealth Planning help you live it in an inspired fashion.
GET IN TOUCH TO LEARN MORE – TODAY!
Code Of Ethics
Recognizing our fiduciary responsibility to clients, Envision Wealth Planning upholds the highest standards of care in the industry by espousing and practicing the following Code of Ethics
INFO@ENVISIONWEALTHPLANNING.COM 7003 Chadwick Dr. Suite 350 Brentwood, TN 37027
7003 Chadwick Dr. Suite 350
Brentwood, TN 37027