Envisionvest
2700 Post Oak Boulevard, Houston, TX, USA
2700 Post Oak Boulevard, Houston, TX, USA
Envisionvest can help individuals, business owners, entrepreneurs be more effective with financial planning, estate planning or investment solutions. Through technology and personalized one-on-one guidance, Envisionvest can help clients get financially organized, clarify goals and take actionable steps to ensure financial confidence.
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What do you love most about your job?
If you love what you do, is it a job? I love my career and helping people dominate their finances.
What inspired you to start your own business?
The independence to dictate my destiny, but more importantly helping others with theirs.
Why should our clients choose you?
I am easy to work with and provide a high level of experience at affordable pricing.
Can you provide your services online or remotely? If so, please add details.
I can provide most of my services online and remotely, in a simple and efficient process.
What changes have you made to keep your customers safe from Covid-19?
I have been working online has been something I have been doing since 2006. So, I have helped 1000's of people around the world before COVID. It is rare that someone comes to my office, but it does happen. If you are in Houston, stop by my Galleria Office and get a cup of coffee or adult beverage.
Estate Planning
Estate planning guidance through an affordale process to ensure families aren't scrambling around at a vulnerable point. Can support nominating child guardians, pet guardians, who handles affairs, leave specific gifts, excluding people from property, specify arrangement, list health care wishes, designate health care agents, specify final arrangements, grant access to medical records, conditions to distributes and probate avoidance. We use an online platform for estate planning which is simple to use and provides digital access incase of emergencies. Call us to day to schedule a complimentary consultation.
Investment Management
We make investing simple by providing access to ETF and stock model portfolios that are customized to meet your investing preferences and financial goals.
​We have low cost portfolio investments as well as performance driven models that generally provide higher returns on average. You pick which is a better option for your situation and can change at any time.
​There is no minimum to open an account and an initial $20 to invest gets you started.
Envisionvest is a Fee-Based Investment Advisory Firm.
Investments products and services available only to residents of: TX and in other jurisdictions where exempted.
Financial Planning
How Envisionvest can help:​
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Know your net-worth by integrating your banking, credit cards and investment accounts.
Tools to help you understand your spending habits so you can be a better savings guru!
Set and track goals to travel, reduce debt, buy a home, send your kids to college, optimize Social Security benefits.
Envisionvest uses online financial planning software, which helps with powerful interactive projection tools.
Digital on-boarding allows you to enter your own data, securely and quickly.
Most importantly, when you are ready you can have a written Financial Plan with actionable steps that can be monitored to ensure success.
We charge a set up fee and an ongoing fee or a one time, you choose how you want to be helped.
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Business Planning and Advisory
We can help businesses of all sizes and structures drive results and improve performance. Whether your business is a start-up, established or seeking an exit strategy, Envisionvest's business advisory solutions can help.
​Our business experience and tech tools can help automate mundane tasks and simplify the planning process.
​How Envisionvest can help:
​Strategic Planning & One Year Forecast
Part-time CFO
Goal Setting & Business Health Check
Full Business Planning
Financial KPI's
Full Lender Business Planning
We keep things simple and have flexible fee arrangements.
