Planning Matters

The Envision® planning process

Planning

Life is full of changes, both positive and negative. World events inspire euphoria and despair. Markets bounce up and down. In the midst of unpredictability, an investment plan can provide foundation and clarity.

An investment plan can help you track progress and feel confident about where you stand in relation to your financial goals. We employ the Envision® process to help our clients plan effectively, and map a realistic financial course to the future.

Envision® is a life-planning tool that provides a structure for:

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    Exploring our clients’ goals

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    Deciding on an appropriate investment strategy

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    Planning investments around benchmarks that hold real meaning for our clients

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    Tracking clients’ progress toward their goals

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    Re-syncing — or rethinking — the approach whenever necessary