Our Process

EmVision Capital Advisors is a comprehensive wealth management firm that helps clients navigate their financial journey from the accumulation phase to becoming financially independent in retirement.

As every investor鈥檚 definition of financial independence is different, we focus on the personal relationships with our clients to ensure our whole team is aligned with each individual鈥檚 goals, investment objectives and risk tolerance.

We accomplish this via our diverse investment team of nine wealth advisors and client service specialists, who live our values and apply our experience to EmPower our clients to live the life they want to live.

financial advisor meeting
Client & Advisor Fit Meeting

This is the foundational step of our process. It is when we take the time to really learn what is important to you, your family, and your legacy. We listen for the values that shape your priorities and use them to identify goals and objectives. We also聽 introduce our philosophy, plans, and processes, including defining the services that will be provided and disclose the fees and payment structure.

Clarification Meeting

This is a follow up meeting after our initial discussion. We ensure you have the time to think about what we’ve discussed, then come back and let us respond to your questions and concerns. We can introduce you to the rest of our EmVision Team. We’ll also revisit our philosophy, plans, and processes to ensure you have clarity.

Gather Client Data & Information

In this step, we’ll gather all of your relevant information, including statements and supporting documents. You will be asked to complete a Riskalyze Questionnaire. This tool allows us to assess your appetite for risk in your investments.

We’ll look for opportunities to add value to your life and ways to work towards your and/or your family’s goals.

Analyze &

At this stage in the financial planning process, the financial planner analyzes your information. We will evaluate if your current investments are in alignment with your risk tolerance. Then we’ll assess where you are right now and develop multiple “routes” in order to work towards achieving your personal and financial goals–whether it is saving for college, retirement, or a vacation. We’ll also ensure your other financial needs are addressed including life insurance, estate planning documents, and more.

Proposal Meeting

At this stage, you will meet with your advisor, either in person or over the phone, and we’ll present the various plans that address your goals and emPower you to make an informed decision on the one that suits you best. In addition, the advisor will listen to your concerns and revise the recommendations accordingly.

Implement the
Financial Plan

At this stage, you and your financial planner will begin implementing the plan. The financial planner will carry out the recommendations and also coordinate the additional processes with the client and other professionals such as attorneys–including opening accounts, transferring assets, family and business planning, and more.

annual financial to do list
Monitor, Evaluate & Educate

Over the following 6-12 months, the EmVision team will monitor your plan, evaluate returns, and monitor progress towards your goals. We will check in regularly to confirm your goals are still the same.

In 6-12 months, we will schedule a meeting with you to update you and ensure your plan is on track.

Reach Out to Friends & Family

We want to ensure your family, friends and older children are also being properly serviced. We can discuss any questions they may have regarding their financial and retirement accounts at no cost. We can also provide a free life insurance analysis.