Overview

True Financial Advisors

Envision Wealth Planning was founded in 2003 in Brentwood, Tennessee as Bolen Asset Management, which Bob Bolen started after a 14 year career in securities research and 18 months of training as a financial advisor with Merrill Lynch. During the summer of 2001 as Bob was on vacation and thinking about career options, he read “Discover Your Destiny” by Bill and Kathy Peel. The book is a Scriptural look at God’s plan for your life. The book encourages the reader to look at what you are good at and like doing and apply yourself to being of service to others. By the end of that vacation, Bob had the epiphany that he was being called to be a true “financial advisor” and help people achieve their goals and dreams.

Fast forward through 9 months of industry research, preparation for the Certified Financial Planner exam (which he passed) and 18 months of Merrill Lynch training and Bolen launched the company as a fee-only registered investment advisory firm. From the beginning, the firm’s focus has been on life centered wealth planning. Bob believes firmly that your heartfelt goals and aspirations should be the reference point to your financial and life decisions. As such, our Integrated Wealth Planning process centers on your life aspirations and works to use your resources to support these goals.

The firm has continued to grow throughout the years, and in 2013 Kathy Fowler joined as Client Services Director. In 2014 Michael Shea, CFP(r) joined as an associate wealth planner. He received his CFP certification in 2016.

Managing Life in Motion

We recognize that there are two sides to financial planning, the objective side and the subjective side. Most financial planning firms and essentially all asset management firms focus on the objective side of the equation, including asset management, retirement planning, estate, taxes, insurance, etc. The subjective side includes your life goals, aspirations, emotions, fears and biases. Often times, the subjective side is the more important consideration, especially during financial transitions such as retirement, sale of your business, divorce, or loss of a loved one. We call it “Managing Life in Motion.”

We are driven by strong relationships and exhaustive research. Integrating your money with your life is central to our goals-based philosophy. With more than a quarter century of real world financial experience, our financial advisors employ a low cost, fee-only investment management strategy. Our clients’ best interests are always first.

LEADERSHIP TEAM

Meet Our Leadership Team

  • Robert V. (Bob) Bolen
    Robert V. (Bob) Bolen CFP®, CFA, President and Founder

    Bob has more than twenty-five years of experience within the financial services sector, including securities analysis, portfolio management and integrated financial planning. Bob and his team walk clients through a proven process, which enhances clarity and increases confidence around financial and life decisions.

    Bob is actively engaged in civic, professional and community organizations and believes in giving back to the community. He and his wife Pam, along with their family reside in Franklin, Tennessee, where they are members of Grace Chapel.

    From 1986 to 2000, Bob was a securities analyst, primarily at Nashville-based J. C. Bradford & Co. He then served as CFO of an internet startup, but his desire to help others attain their financial and life goals called him into personal financial services. Bob trained as a financial advisor with Merrill Lynch & Co before founding his own wealth planning firm in 2003. Bob has an accounting degree from Western Kentucky University and an MBA from Indiana University. He holds a Chartered Financial Analyst Designation and is a Certified Financial Planner ®. Bob is Tennessee’s first and only Certified Financial Transitionist.

  • Kathy Fowler
    Kathy Fowler Director of Client Services and Business Development

    Kathy has almost 30 years of experience in the financial services sector having served as a financial advisor, a senior sales associate and more recently in management as the operations manager of a boutique brokerage firm. With this experience Kathy has learned how to listen to the needs of her clients and has honed her skills in solving complex client issues.

    Kathy has dedicated her career to excellent client service and is committed to serve her clients financial needs with integrity and sound advice. Kathy has earned the designation of Accredited Asset Management Specialist through the College for Financial Planning and is Series 65 registered.

Who Do We Serve

We welcome you to come in for a no cost introductory consultation to see if our integrated wealth planning approach is a fit for you and your family.

What Are YOUR Dreams?

At Envision Wealth Planning we serve a diverse clientele. From those just starting out to corporate executives and medical professionals; to retirees and every individual and family in between. The common thread is our clients take an active interest in how their lives turn out. They are thinking partners.

Our clients have diverse needs and goals. Among these needs are retirement planning, estate planning, investment management, tax planning, and business services. Our financial advisors get to know and understand each client, and help them attain their goals and aspirations through appropriate financial means.

Our Integrated Wealth Planning process begins by getting to know you, your dreams, ambitions, and concerns. Based on your individual objectives, we will walk you through all aspects of the financial planning process.

We Help Navigate Life’s Transitions

Throughout the course of our lives, we face many transitions, some expected, some unforeseen. However, we know from experience that when life changes, money changes, and when money changes, life changes.

During a financial transition, most people focus primarily on the money because it is quantifiable and is the elephant in the room. However, during transitions, physical, psychological and social realities change and these are most often the real challenges.

Financial transitions might be caused by retirement, sale of a business, loss of a spouse, divorce, inheritance, career change, insurance settlement or even signing a sports contract or cutting a record. Regardless of the reason, transitions begin with an ending of some sort and end with a new beginning. In between is the “transition” and transitions mean change.

Want to work with us?

Guiding Principles

Living with a purpose is the essence of inspired living. Focusing on what is important to you and what is in your power to change enables peace of mind.

RESPECT
The Golden Rule – Treat others with kindness and honor, as we would want to be treated.
PERSONAL RELATIONSHIPS
To know and understand you, your goals and aspirations and help you attain your goals and aspirations through appropriate financial means.
INTEGRITY
Absolute honesty and forthrightness. Our clients’ interests always come first. We disclose any real or perceived conflicts of interest. As well, we do what we say and say what we do.
SERVANT LEADERSHIP
We are here to serve and lead. We are charged with giving you frank, honest advice, which sometimes includes tough love.
STEWARDSHIP
Taking proper care of our clients’ resources. Understanding your goals and aspirations and applying appropriate, low cost solutions to integrate your money with your life.
EXCELLENCE
Bringing the best, research driven solutions to bear on our clients’ behalf. Continuing education is part of our DNA.

Planning Principles

Having peace of mind around your money matters comes from maintaining a certain perspective. We have developed the following Integrated Wealth Planning Principles that will help you obtain and maintain financial peace of mind:

KEEP AN ETERNAL PERSPECTIVE
God owns the world and everything in it. We are called to be stewards of the resources that have been entrusted to us, but we do not own it. Having the perspective of a steward can take the stress out about getting more and/or keeping what we have accumulated.
MAINTAIN SPOUSAL SUPPORT
Collaborate with your spouse on all major decisions and only move forward if you are in agreement. You may miss an opportunity or two along the way, but you will also avoid many ditches. Remember, happy spouse won’t grouse.
INVEST STRATEGICALLY
Educate yourself on how the markets work and invest appropriately for the given goals. Hasty speculation brings poverty, but steady plodding brings prosperity. Dollar cost average. Diversify across several asset classes because you never know what dangers lurk ahead.
SPEND LESS THAN YOU EARN
Maintaining a lifestyle that is within your means creates a habit of saving for the future and eliminates one of the major stressors in society today. It also allows you to change life or career gears with much less friction if inspired to do so.
USE DEBT JUDICIOUSLY
Debt is a two edge sword. While it can help leverage returns on the upside, it makes us slave to the lender on the downside. Don’t assume the asset purchased will rise in price. Debt also causes us to maintain a job or lifestyle that we might otherwise want to change.
SEEK WISE COUNSEL
Nations fall for lack of wise counsel. Seek counsel that has your best interests in mind. Understand how your counsel is being compensated. Pray for guidance and wisdom before all major decisions.
PLAN YOUR WORK AND WORK YOUR PLAN
Establish long term goals for you and your family and get a handle on how much that might cost. Live purposefully. Have a name for every dollar. Planning out your goals and working your plan helps establish priorities, improves clarity and reduces anxiety.
BUILD LIQUIDITY AND MARGIN
Maintain an emergency fund and save for financial independence. You may want to continue to work, but you’ll be free to pursue your dreams if you have that nest egg built up. A good rule of thumb is to save at least 10% of your gross income annually.
REJOICE IN GENEROSITY
It is said that giving is better than receiving. This is true because we are sharing our resources with those less fortunate. There is a principle at work that causes generosity to be rewarded, not necessarily financially, but absolutely emotionally.

(615) 242-3808

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

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