Envision Wealth Planning
@envisionwealth.bsky.social
Helping you make smarter money moves while honoring your values.
Envision Wealth Planning is a values-driven financial planning and investment firm serving clients in Chicago and virtually across the United States.
Envision Wealth Planning is a values-driven financial planning and investment firm serving clients in Chicago and virtually across the United States.
Think your 401(k) match is enough? This short video explains why you may need more to fund the retirement you want. Watch now.
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envisionblogs.flutterflow.app/vlogDetails?...
September 22, 2025 at 3:30 PM
Think your 401(k) match is enough? This short video explains why you may need more to fund the retirement you want. Watch now.
envisionblogs.flutterflow.app/vlogDetails?...
envisionblogs.flutterflow.app/vlogDetails?...
Aligning your investment portfolio with your values doesn’t necessarily mean you can expect smaller gains.
Watch this quick video to learn more.
envisionblogs.flutterflow.app/vlogDetails?...
Watch this quick video to learn more.
envisionblogs.flutterflow.app/vlogDetails?...
September 4, 2025 at 2:34 PM
Aligning your investment portfolio with your values doesn’t necessarily mean you can expect smaller gains.
Watch this quick video to learn more.
envisionblogs.flutterflow.app/vlogDetails?...
Watch this quick video to learn more.
envisionblogs.flutterflow.app/vlogDetails?...
You’ve spent your career saving for retirement with a 401(k) plan. Can you turn it into pension-style income? Watch this quick video to find out.
envisionblogs.flutterflow.app/vlogDetails?...
envisionblogs.flutterflow.app/vlogDetails?...
August 28, 2025 at 2:33 PM
You’ve spent your career saving for retirement with a 401(k) plan. Can you turn it into pension-style income? Watch this quick video to find out.
envisionblogs.flutterflow.app/vlogDetails?...
envisionblogs.flutterflow.app/vlogDetails?...
📰 I’m a monthly Forbes contributor, sharing smarter ways to invest with purpose.
From retirement to values-based strategies—don’t miss the latest.
📖 Read here: www.forbes.com/sites/jbrewer/
From retirement to values-based strategies—don’t miss the latest.
📖 Read here: www.forbes.com/sites/jbrewer/
August 22, 2025 at 2:05 PM
📰 I’m a monthly Forbes contributor, sharing smarter ways to invest with purpose.
From retirement to values-based strategies—don’t miss the latest.
📖 Read here: www.forbes.com/sites/jbrewer/
From retirement to values-based strategies—don’t miss the latest.
📖 Read here: www.forbes.com/sites/jbrewer/
Roth vs Traditional IRA? Income limits & phaseouts can make it tricky.
I break it down in Forbes:
I break it down in Forbes:
Navigating The Roth IRA Vs Traditional IRA Retirement Savings Rules?
Having trouble navigating The Roth IRA Vs Traditional IRA Retirement Savings Rules? Find out how you can potentially avoid costly mistakes inside your IRA.
www.forbes.com
August 21, 2025 at 2:29 PM
Roth vs Traditional IRA? Income limits & phaseouts can make it tricky.
I break it down in Forbes:
I break it down in Forbes:
We didn’t just refresh our website—we reimagined it.
Now it’s easier to explore ESG strategies, see who we serve, and book time with a real advisor.
✨ Take a look: envisionwealth.us
#ValuesBasedInvesting #ESGInvesting
Now it’s easier to explore ESG strategies, see who we serve, and book time with a real advisor.
✨ Take a look: envisionwealth.us
#ValuesBasedInvesting #ESGInvesting
August 20, 2025 at 2:05 PM
We didn’t just refresh our website—we reimagined it.
Now it’s easier to explore ESG strategies, see who we serve, and book time with a real advisor.
✨ Take a look: envisionwealth.us
#ValuesBasedInvesting #ESGInvesting
Now it’s easier to explore ESG strategies, see who we serve, and book time with a real advisor.
✨ Take a look: envisionwealth.us
#ValuesBasedInvesting #ESGInvesting
Roth vs Traditional IRA—how much will you really get to spend in retirement?
I break it down in my latest Forbes article:
I break it down in my latest Forbes article:
Roth IRA Vs Traditional IRA How Much Will You Withdraw For Retirement?
See how Roth vs Traditional IRA withdrawals impact your retirement taxes and IRMAA costs—potentially saving you hundreds of thousands over 30 years.
www.forbes.com
August 19, 2025 at 2:08 PM
Roth vs Traditional IRA—how much will you really get to spend in retirement?
I break it down in my latest Forbes article:
I break it down in my latest Forbes article:
🌱 What is ESG investing—and why does it matter?
It’s about growing your wealth and supporting the world you want to see.
I’m proud to be named 2025 ESG Advisor of the Year.
Let’s talk: calendly.com/ops-8t0/envi...
It’s about growing your wealth and supporting the world you want to see.
I’m proud to be named 2025 ESG Advisor of the Year.
Let’s talk: calendly.com/ops-8t0/envi...
August 18, 2025 at 2:05 PM
🌱 What is ESG investing—and why does it matter?
It’s about growing your wealth and supporting the world you want to see.
I’m proud to be named 2025 ESG Advisor of the Year.
Let’s talk: calendly.com/ops-8t0/envi...
It’s about growing your wealth and supporting the world you want to see.
I’m proud to be named 2025 ESG Advisor of the Year.
Let’s talk: calendly.com/ops-8t0/envi...
We’ve redesigned our website with you in mind, so it’s easier than ever to explore how values-based investing can support your goals.
🌐 Take a look: envisionwealth.us
🌐 Take a look: envisionwealth.us
August 15, 2025 at 2:05 PM
We’ve redesigned our website with you in mind, so it’s easier than ever to explore how values-based investing can support your goals.
🌐 Take a look: envisionwealth.us
🌐 Take a look: envisionwealth.us
Every investment tells a story.
Are yours aligned with the future you want to see—for yourself and the world?
Let’s take a closer look at what your money is really doing. Schedule a chat today: calendly.com/ops-8t0/envi...
Are yours aligned with the future you want to see—for yourself and the world?
Let’s take a closer look at what your money is really doing. Schedule a chat today: calendly.com/ops-8t0/envi...
August 14, 2025 at 2:05 PM
Every investment tells a story.
Are yours aligned with the future you want to see—for yourself and the world?
Let’s take a closer look at what your money is really doing. Schedule a chat today: calendly.com/ops-8t0/envi...
Are yours aligned with the future you want to see—for yourself and the world?
Let’s take a closer look at what your money is really doing. Schedule a chat today: calendly.com/ops-8t0/envi...
Do you want to know why your investment returns don’t match your fund’s performance? Watch my quick video to learn the real reason.
The Real Reason Your Investment Returns Don’t Match Your Fund’s Performance
Built with FlutterFlow.
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August 13, 2025 at 3:30 PM
Do you want to know why your investment returns don’t match your fund’s performance? Watch my quick video to learn the real reason.
What if your retirement plan could reflect your values—not just your savings?
My latest Forbes article explores how values-based investing supports both purpose and performance.
📖 Read now: www.forbes.com/sites/jbrewe...
My latest Forbes article explores how values-based investing supports both purpose and performance.
📖 Read now: www.forbes.com/sites/jbrewe...
August 11, 2025 at 2:05 PM
What if your retirement plan could reflect your values—not just your savings?
My latest Forbes article explores how values-based investing supports both purpose and performance.
📖 Read now: www.forbes.com/sites/jbrewe...
My latest Forbes article explores how values-based investing supports both purpose and performance.
📖 Read now: www.forbes.com/sites/jbrewe...
🌱 Investing with your values shouldn't cost you performance.
In fact, done right—it can help you stay invested for the long haul. Reach out to us today to get started: calendly.com/ops-8t0/envi...
In fact, done right—it can help you stay invested for the long haul. Reach out to us today to get started: calendly.com/ops-8t0/envi...
August 8, 2025 at 2:05 PM
🌱 Investing with your values shouldn't cost you performance.
In fact, done right—it can help you stay invested for the long haul. Reach out to us today to get started: calendly.com/ops-8t0/envi...
In fact, done right—it can help you stay invested for the long haul. Reach out to us today to get started: calendly.com/ops-8t0/envi...
We don’t just manage money—we align it with your values and vision.
Let’s rethink what wealth can do.
📅 Schedule a chat: calendly.com/ops-8t0/envi...
Let’s rethink what wealth can do.
📅 Schedule a chat: calendly.com/ops-8t0/envi...
August 6, 2025 at 2:05 PM
We don’t just manage money—we align it with your values and vision.
Let’s rethink what wealth can do.
📅 Schedule a chat: calendly.com/ops-8t0/envi...
Let’s rethink what wealth can do.
📅 Schedule a chat: calendly.com/ops-8t0/envi...
Don’t just watch the market.
Ask yourself: Are your investments aligned with your goals, values, and long-term strategy?
A diversified, intentional approach can provide clarity—and results.
Let’s explore what that could look like for you. Learn more about how we can help: envisionwealth.us/
Ask yourself: Are your investments aligned with your goals, values, and long-term strategy?
A diversified, intentional approach can provide clarity—and results.
Let’s explore what that could look like for you. Learn more about how we can help: envisionwealth.us/
August 4, 2025 at 2:05 PM
Don’t just watch the market.
Ask yourself: Are your investments aligned with your goals, values, and long-term strategy?
A diversified, intentional approach can provide clarity—and results.
Let’s explore what that could look like for you. Learn more about how we can help: envisionwealth.us/
Ask yourself: Are your investments aligned with your goals, values, and long-term strategy?
A diversified, intentional approach can provide clarity—and results.
Let’s explore what that could look like for you. Learn more about how we can help: envisionwealth.us/
🎒 Back-to-school season isn’t just for the kids.
Now’s the perfect time to check in on your 401(k), IRA, and long-term goals.
📅 Let’s get your plan in shape: calendly.com/ops-8t0/envi...
Now’s the perfect time to check in on your 401(k), IRA, and long-term goals.
📅 Let’s get your plan in shape: calendly.com/ops-8t0/envi...
August 1, 2025 at 2:05 PM
🎒 Back-to-school season isn’t just for the kids.
Now’s the perfect time to check in on your 401(k), IRA, and long-term goals.
📅 Let’s get your plan in shape: calendly.com/ops-8t0/envi...
Now’s the perfect time to check in on your 401(k), IRA, and long-term goals.
📅 Let’s get your plan in shape: calendly.com/ops-8t0/envi...
You’re saving for retirement. But do you know how much income that’ll give you to spend?
Planning for income, not just account balances, is key to retiring confidently.
Let’s connect the dots between your savings and your future lifestyle: calendly.com/ops-8t0/envi...
Planning for income, not just account balances, is key to retiring confidently.
Let’s connect the dots between your savings and your future lifestyle: calendly.com/ops-8t0/envi...
July 30, 2025 at 2:05 PM
You’re saving for retirement. But do you know how much income that’ll give you to spend?
Planning for income, not just account balances, is key to retiring confidently.
Let’s connect the dots between your savings and your future lifestyle: calendly.com/ops-8t0/envi...
Planning for income, not just account balances, is key to retiring confidently.
Let’s connect the dots between your savings and your future lifestyle: calendly.com/ops-8t0/envi...
Learn options for pursuing financial returns while aligning with values like women's empowerment, racial equity, and environmental sustainability.
Our new site makes it easier to explore how we can support your journey.
✨ Take a look around: envisionwealth.us
Our new site makes it easier to explore how we can support your journey.
✨ Take a look around: envisionwealth.us
July 28, 2025 at 2:05 PM
Learn options for pursuing financial returns while aligning with values like women's empowerment, racial equity, and environmental sustainability.
Our new site makes it easier to explore how we can support your journey.
✨ Take a look around: envisionwealth.us
Our new site makes it easier to explore how we can support your journey.
✨ Take a look around: envisionwealth.us
Investing is both a powerful financial tool and a stress reliever.
If you’re not sure what you’re invested in—or whether those investments reflect your goals—it might be time for a check-in.
We’ll meet you where you are, without shame or jargon.
📅 Let’s talk: calendly.com/ops-8t0/envi...
If you’re not sure what you’re invested in—or whether those investments reflect your goals—it might be time for a check-in.
We’ll meet you where you are, without shame or jargon.
📅 Let’s talk: calendly.com/ops-8t0/envi...
July 25, 2025 at 2:05 PM
Investing is both a powerful financial tool and a stress reliever.
If you’re not sure what you’re invested in—or whether those investments reflect your goals—it might be time for a check-in.
We’ll meet you where you are, without shame or jargon.
📅 Let’s talk: calendly.com/ops-8t0/envi...
If you’re not sure what you’re invested in—or whether those investments reflect your goals—it might be time for a check-in.
We’ll meet you where you are, without shame or jargon.
📅 Let’s talk: calendly.com/ops-8t0/envi...
Women don’t just belong at the table—they belong in charge.
Whether you’re leading a company, managing a household, or charting your own course, we’re committed to building a more equitable future alongside you.
💡 Learn more: envisionwealth.us/revamp/our-a...
Whether you’re leading a company, managing a household, or charting your own course, we’re committed to building a more equitable future alongside you.
💡 Learn more: envisionwealth.us/revamp/our-a...
July 23, 2025 at 2:05 PM
Women don’t just belong at the table—they belong in charge.
Whether you’re leading a company, managing a household, or charting your own course, we’re committed to building a more equitable future alongside you.
💡 Learn more: envisionwealth.us/revamp/our-a...
Whether you’re leading a company, managing a household, or charting your own course, we’re committed to building a more equitable future alongside you.
💡 Learn more: envisionwealth.us/revamp/our-a...
Summer’s flying by—are your retirement goals still on track?
A mid-year check-in is the perfect time to:
✅ Reassess your 401(k) and IRA contributions
✅ Consider tax moves before Q4 hits
✅ Adjust your portfolio based on life changes
📅 Let’s review: calendly.com/ops-8t0/envi...
A mid-year check-in is the perfect time to:
✅ Reassess your 401(k) and IRA contributions
✅ Consider tax moves before Q4 hits
✅ Adjust your portfolio based on life changes
📅 Let’s review: calendly.com/ops-8t0/envi...
July 21, 2025 at 2:05 PM
Summer’s flying by—are your retirement goals still on track?
A mid-year check-in is the perfect time to:
✅ Reassess your 401(k) and IRA contributions
✅ Consider tax moves before Q4 hits
✅ Adjust your portfolio based on life changes
📅 Let’s review: calendly.com/ops-8t0/envi...
A mid-year check-in is the perfect time to:
✅ Reassess your 401(k) and IRA contributions
✅ Consider tax moves before Q4 hits
✅ Adjust your portfolio based on life changes
📅 Let’s review: calendly.com/ops-8t0/envi...
Do fossil fuels belong in your retirement portfolio?
In my latest Forbes piece, I compare performance with and without fossil fuels. Research showed fossil fuel-free with an edge.
📖www.forbes.com/sites/jbrewe...
#ESG #Sustainability #FossilFree #RetirementPlanning #Forbes
In my latest Forbes piece, I compare performance with and without fossil fuels. Research showed fossil fuel-free with an edge.
📖www.forbes.com/sites/jbrewe...
#ESG #Sustainability #FossilFree #RetirementPlanning #Forbes
July 18, 2025 at 2:05 PM
Do fossil fuels belong in your retirement portfolio?
In my latest Forbes piece, I compare performance with and without fossil fuels. Research showed fossil fuel-free with an edge.
📖www.forbes.com/sites/jbrewe...
#ESG #Sustainability #FossilFree #RetirementPlanning #Forbes
In my latest Forbes piece, I compare performance with and without fossil fuels. Research showed fossil fuel-free with an edge.
📖www.forbes.com/sites/jbrewe...
#ESG #Sustainability #FossilFree #RetirementPlanning #Forbes
❓ “Do I need to give up returns to align my investments with my values?”
Great question.
You don’t have to sacrifice performance to invest with values in mind.
Let’s talk about the facts—and your future: calendly.com/ops-8t0/envi...
Great question.
You don’t have to sacrifice performance to invest with values in mind.
Let’s talk about the facts—and your future: calendly.com/ops-8t0/envi...
July 16, 2025 at 2:05 PM
❓ “Do I need to give up returns to align my investments with my values?”
Great question.
You don’t have to sacrifice performance to invest with values in mind.
Let’s talk about the facts—and your future: calendly.com/ops-8t0/envi...
Great question.
You don’t have to sacrifice performance to invest with values in mind.
Let’s talk about the facts—and your future: calendly.com/ops-8t0/envi...
Growth is just one part of the equation. We believe your investments should reflect your values, your story, and your impact.
Our Envision Justice Series™ portfolios are designed focused on equity, empowerment, and sustainability.
calendly.com/ops-8t0/envi...
Our Envision Justice Series™ portfolios are designed focused on equity, empowerment, and sustainability.
calendly.com/ops-8t0/envi...
July 15, 2025 at 2:07 PM
Growth is just one part of the equation. We believe your investments should reflect your values, your story, and your impact.
Our Envision Justice Series™ portfolios are designed focused on equity, empowerment, and sustainability.
calendly.com/ops-8t0/envi...
Our Envision Justice Series™ portfolios are designed focused on equity, empowerment, and sustainability.
calendly.com/ops-8t0/envi...
Community is more than a place—it’s our purpose.
We’re proud to support the families, business owners, and changemakers who make a difference every day.
📍 Learn more about us: www.envisionwealth.us
We’re proud to support the families, business owners, and changemakers who make a difference every day.
📍 Learn more about us: www.envisionwealth.us
July 11, 2025 at 3:37 PM
Community is more than a place—it’s our purpose.
We’re proud to support the families, business owners, and changemakers who make a difference every day.
📍 Learn more about us: www.envisionwealth.us
We’re proud to support the families, business owners, and changemakers who make a difference every day.
📍 Learn more about us: www.envisionwealth.us