Founded by James Brewer, CDFA, AIF, CFSLA, CFP®, our values-based financial planning process starts by learning about you. What are your deepest values-based goals, hopes, challenges, and even your fears?
Money should be separated from the life that it serves! You are more than just assets. You have goals, interests, passions, values, relationships, advisors, and your own processes.
Understanding YOU help us to shape and customize our approach to help you reach your end game.
Six areas of life have an impact on financial planning and investment strategies:
Visions & Values
Lifestyle
Family
Work
Health
Financial Well-Being
Your needs, wishes, and goals in these areas shape the key planning areas of your investment plan. Helping you articulate your aspirations, we will understand where you want to be and develop a blueprint to help you get there.
Contact Us
(312) 448-1010
info@envisionwealth.us
Located in Chicago and serve clients virtually throughout the United States.
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