Welcome!

We know: Your Wealth is much more than your money.

The word "wealth" is derived from "weal", which means well-being. We promote and sustain your well-being through our ongoing awareness of the true nature of your wealth. Great financial planning is based upon a highly skillful process of wealth acquisition and preservation, and addresses questions of "how" to reach financial goals. Of equal or greater importance is a focus upon the "why" of financial planning. We engage our clients in a deeper process of discernment to arrive at a sense of purpose and meaning in wealth management. We clarify meanings to arrive at a personal vision, and hold  true to your vision as our primary purpose, aligning specific tactics and strategies to achieve your highest goals.

Envision melds highly effective planning services with leading-edge understandings in the fields of Positive Psychology, Emotional Intelligence and Behavioral Finance. We do this because, in our experience, money is a crucible for our hopes, dreams and aspirations. When we clarify for ourselves the meanings of money, we can create healthy pleasures, a sense of engagement, and deep purpose in our lives. We help you to articulate your personal narrative in terms of where you have come from and where you are going, so that there is consistent integration of finances with your other sources wealth, be they emotional, intellectual, social, values-based, spiritual or legacy. We drill down deeply into present details, while remaining ever aware of a more encompassing perspective. We firmly believe that one can achieve a state of "Mindful Wealth", drawing past legacy and future dreams into this moment. After all, this moment is where we are. It is all that we truly have.