Our Firm

Envision combines a high degree of expertise and experience in Financial Planning with a deep knowledge base in Psychology, as it is applied to life enhancement and problem solving for individuals, couples, families and society, including the behavioral aspects of large markets. We have combined knowledge from these fields into a unique model for understanding client needs and delivering  strong engagement and a high quality of service that is based upon a deeper understanding of personal vision than most financial planning professionalscan render.

Our psychological knowledge base also includes expertise in Organizational Psychology, especially as applied to the complex and sometimes ambiguous relationships in family businesses. This knowledge can also be extended to creating organizing methods for a non-business family to preserve a lasting legacy for generations to come.

Our commitment to maintaining attention to psychological aspects of finance, along with the financial planning services, allows us to focus upon what will truly promote happiness, well-being and good relationships: to arrive at a "satisficing" life.