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.
Meet Our Leadership Team
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?
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.
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:
INFO@ENVISIONWEALTHPLANNING.COM 7003 Chadwick Dr. Suite 350 Brentwood, TN 37027
7003 Chadwick Dr. Suite 350
Brentwood, TN 37027