About I recognize the importance of integrating personal financial decisions with quality-of-life issues as we pass through our life stages. Your vision of a retirement lifestyle needs to have a plan that meets your expectations and adjusts to obstacles that you will encounter along the way. I decided to start Envision Financial Planning as a way for individuals and families to imagine future possibilities and work towards achieving your life goals based on your priorities and values. As a fee-only planner, I act solely in your best interest and do not accept any fees or commissions for product sales. Education I have a Master of Business Administration in Finance. I completed a Personal Financial Planning Certification Program at University of California, Berkeley. I currently hold a Certified Financial Planner™ (CFP®) certification and a Chartered Financial Analyst (CFA) certification. My Mission My mission is to empower busy professionals and their families to achieve their future financial vision. I help clients overcome confusion around financial decisions so they have the confidence and freedom to pursue their dreams. My Services • Comprehensive Financial Planning with Ongoing Support • Comprehensive Financial Plan and Investment Management with Ongoing Support How Can I Help You Put It All Together? We take a holistic approach to financial planning, coordinating all areas of your life, such as your goals, values and priorities to build a customized and comprehensive financial plan. Planning Areas: • Personal budgeting and cash flow • Retirement Planning • Investments • Risk Management • Estate Planning