Envision Wealth Planning / Financial Advisor in Brentwood, Tennessee

Robert Bolen, CFA, CFP
Do you dream of living an inspired life - with peace of mind about money matters? Our job at Envision Wealth Planning is to turn your dreams into reality. Inspired living requires highly developed and passionately pursued life goals. Having peace of mind requites a deep understanding of how financial markets work, a Retirement Income Plan that embodies your personal life goals and a relational worldview perspective. Our desire at Envision Wealth Planning is to help you integrate your money with your life. Integration occurs when your heart felt goals are the reference point for your financial and life decisions. Oftentimes, our clients come to us when going through a financial transition. That is, they have inherited money, lost a spouse, are retiring, selling a business, or having some other “sudden money” event. A changing financial landscape can cause stress to rise and decisions difficult to make. Our proven processes lower stress and help prioritize needs, wants and wishes. Our asset management philosophy is based on rigorous academic research and 25+ years of real world experience. We believe that markets work, proper diversification reduces volatility, risk and return are related and portfolio structure determines performance. We partner with low cost and highly efficient mutual fund families in constructing client portfolios that are built for the long term and are tax efficient. To further Bob's quest to better serve clients he has founded Touchstone Pathway (www.touchstonepathway.com), a customizable client data gathering software service to help advisors know their clients at a deep and personal level and help clients stay the course towards achieving their heartfelt goals and aspirations as their life ebbs and flows.

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