You have dreams about your future—about how you want to spend your time and how you want to live a life that is fulfilling and meaningful. But how do you get there? It can be hard enough to manage your finances when your circumstances are relatively simple, let alone when you have extra challenges due to your career.
That’s where we come in. At Envision Wealth Planners, our goal is to provide financial planning tools and solutions that give you a blueprint for your future.
Mission, Purpose, Value
We are an independent, fee-only fiduciary. That’s a mouthful of a term to describe how we put our clients first, always. We avoid conflicts of interest and consistently do what is in your best interest so your goals become a reality.
Our goal-oriented advice and comprehensive wealth planning empower you to make inspired financial decisions, align your money to your values, and experience personalized support every step of the way.
And you need that because your life and work are unique. High-net-worth commercial real estate executives and brokers face challenges and opportunities unlike others. Googling your financial questions online isn’t going to help you, so we come alongside, acting as a family CFO, to help you manage the complexities of your financial life and business structure. Our focused attention and dedication to provide tailored recommendations give you value you can’t put a price on.
Our thoughtful and logical strategies, combined with continual monitoring and an ongoing process, cover your every question and concern, from tax efficiency to cash flow to planning for retirement (even an early retirement) to making the best decisions for your family. We take the burden off your shoulders, allowing you to do what you do best—closing deals and enjoying your success—while we take care of the details.
How it Happens
We do this through the 5-E Financial Life Planning Process™, a thorough, researched method that combines a personal touch with disciplined strategies so you can leave our meetings feeling confident, not overwhelmed. Relationships are our priority, and our motivation comes from seeing our clients reach their goals and celebrating their accomplishments.
Here’s what it looks like:
Starting with a deep dive into your life, your needs, your worries, and your goals, we discuss services and support that will get you from point A to point B. With the foundation in place, we develop a financial plan that aligns with your values and priorities, and continually move forward to ensure that your plan still supports your ideal life vision.
Why Clients Choose Us
If you haven’t caught on already, we do things differently. We value family, honesty, and the continual pursuit of mastering our trade so we can provide an unparalleled client relationship experience. Your life and your money are important, and we believe you should not settle for a financial advisor that only meets some of your needs or leaves you wondering if something was forgotten. With Envision, you won’t worry about our commitment to you.
Are You Ready for a Different Financial Future?
At Envision Wealth Planners, we find no greater satisfaction than in helping our clients live the lives they’ve imagined. If you think we would be a good partner for your financial journey, we invite you to schedule a no-obligation introductory phone call or reach out to me at email@example.com or 407.720.6535 to learn more about our unique approach to service, communication, and wealth management.
Sean Gerlin is founder, principal, and a financial planner at Envision Wealth Planners, an independent financial advisory firm founded on the core values of family, honesty, and a determination to be a master of the trade. With almost 10 years of experience, Sean specializes in serving affluent families and commercial real estate executives and brokers, providing comprehensive, customized financial guidance and services for their complex financial needs. Sean acts as a family CFO, managing and coordinating the many moving pieces of his clients’ financial lives. Sean is known for his commitment to building long-term relationships and paying personal attention to each client. He is passionate about helping his clients experience the relief that comes from having organized and well-planned strategies and portfolios, and he desires to help them by shouldering some of the financial burdens they face.
Sean has a bachelor’s degree from the University of Florida and holds the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Chartered Life Underwriter® designations. When he’s not working, you can find him cooking, eating good food, traveling, coaching his son’s baseball team, or playing golf. He loves spending time with his wife, Nicole, and their two kids, Avery and Will, and entertaining friends in their beautiful backyard. To learn more about Sean, connect with him on LinkedIn.