Envisage Financial Planning focuses on providing our clients financial peace of mind. We are dedicated to providing financial solutions that best suit your needs. Whether preparing for retirement, enjoying your retirement, or working towards other financial goals, we believe in building strong relationships with our clients and serving as their dedicated partner. Our individualized plans are created to provide comfort, confidence and security throughout your life. We are fee-only financial planners with no account minimums. Please contact us, and we can begin working on your solutions together.
We are a Fee-Only financial planning firm. We do not accept commissions, and we do not have account minimums. We feel our responsibility to our clients is best served without relying on outside incentives.
Envisage offers both financial planning and investment management services. Our planning process allows clients to see where they are now, decide what they would like to accomplish, and create a plan that gets it done. Investment management services are offered in conjunction with our custodian, TD Ameritrade.
We work under the fiduciary standard at Envisage Financial Planning. Fiduciary is a complex word with a simple meaning: We always put your interests before our own.
Financial planning is much more than investment advice and stock picking. Envisage believes financial success begins with a comprehensive personal financial plan. We’ll take you through the steps necessary to see where you are now, find out where you want to go, and create a plan to get you there. Here is a more detailed look at our process:
We will sit down together and discuss what you would like to do now and in the future. We’ll also provide some exercises to better understand what you value. Finally, we will look at the life and legacy you would like to create and develop the steps to get you there.
We’ll construct a plan with to both achieve your goals and let you sleep at night. We’ll incorporate your risk tolerance and cash flow to structure a solution that we can implement together.
We’ll manage your investments and suggest any necessary changes to keep your plan on track. Comprehensive Financial Planning Clients who choose to have Envisage manage their investments are charged a percentage of Assets Under Management (AUM).
CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP®certification.
The country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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A 15 minute introductory call is always free. We look forward to hearing how we can help you!
193 South Civic Drive, Suite D. Palm Springs, CA 92262.