Financial Planning

It’s always the goal to make your money work as hard for you as you’ve worked to earn it, but developing strategies and tools to do that can be both daunting and time-consuming. Most of…
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4min read Do you feel “in charge” of your financial life?  Or do you feel you are being swept along by a set of circumstances that are beyond your control?  Do you take responsibility for…
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Is hiring a financial advisor worth it? As a current client, you know firsthand that hiring a financial advisor can be an intimidating prospect. But you also understand what a beneficial relationship you can have…
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While money may not buy happiness, there’s no denying it can give you more opportunities. Maybe you want to increase your charitable contributions or focus on socially responsible investing. No matter the goal, you can…
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At Envision Wealth Partners, we serve as a personal CFO for successful families and commercial real estate executives and brokers. Just as every successful corporation has a Chief Financial Officer operating in the background, successful…
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After a three-year rally, the financial markets have been down for seven straight days, marking their worst slide since the pandemic decline in March of 2020. (1) Monday’s intraday market dip put the S&P 500 down…
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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. When you need help, how do you know who…
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