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

OBJECTIVITY
We only offer independent, objective advice, always looking out for our client’s best interests.
COMPETENCE
We are proud of our Certified Financial Planner and Chartered Financial Analyst designations and always strive for highest standards of proficiency in the industry.
DILIGENCE
We act diligently in providing professional services. That is, we provide our services in a reasonably prompt and thorough manner, planning properly for and supervising the rendering of professional services.
COMPLETE DISCLOSURE
We are an open book. You will always know where we stand – on the same side of the table as our clients.
CONFIDENTIALITY
We respect your right to privacy. Your legal secrets are safe with us.
PROFESSIONALISM
Our conduct shall reflect credit upon the profession. Please let us know if we are falling down on the job.
HONESTY AND INTEGRITY
These are our hallmark. Without your earned trust, we have nothing.
FAIRNESS AND SUITABILITY
Our desire is that clients attain a better quality of life now and throughout retirement. Only suitable services will suffice.
REGULATORY COMPLIANCE
As Registered Investment Advisors and members of the Financial Planning Association and CFA Institute, we are dedicated to meeting compliance regulations. They work to protect our client’s interests.

(615) 242-3808

INFO@ENVISIONWEALTHPLANNING.COM
7003 Chadwick Dr. Suite 350 Brentwood, TN 37027

Say hello!

Headquarters
7003 Chadwick Dr. Suite 350
Brentwood, TN 37027
Phone: 615.242.3808
Fax: 615.242.2627