Lifestyle | Envision Wealth Management

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

Surprises

Making the most of surprises is a great reason to work with us.

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Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Building Your Legacy

A four-step framework for building a personal legacy.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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Articles

Debt Stress

There’s a link between debt and stress.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

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Calculators

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

View all calculators
Videos

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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