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The Difference of VisionMapping℠

VisionMapping℠ was created to preserve your financial wealth and establish a more enduring legacy than money alone.

It uses comprehensive investing, contingency planning, and family education to address the top threats to your portfolio.  The tools in the library are available to clients only, yet we have designated a few for your public use, as we feel so strongly that this concept can benefit many. 

The VisionMapping℠ Process

With a record amount of wealth about to transition from one generation to the next*, I wanted to deliver something the profession didn’t routinely provide… A way to continue to serve our local community and reach beyond it.. a way to reach more people who believe their best life included a responsibility outside themselves and their immediate families or businesses.

After taking a long, hard look at our business, we refined our services to include a different approach to just the right people, at just the right time.

We wanted to hold a more meaningful and in-depth conversations about their values and purpose to better design and investment strategy which outlines greater possibilities for family, community, or world change… not just maintaining their long term lifestyle.

The process turns around the traditional view of legacy. It brings life to the standard definition. No longer does legacy have to be constrained to a “gift of significant future magnitude.” No longer do we have to wait for the future to live our best life.

Welcome to a different approach, which incorporates much more about thriving today and a little less about check-writing tomorrow.

*Preparing Heirs, Williams and Preisser

“Art is not what you see, but what you make others see.” – Edgar Degas

Shari is the Branch Manager and a Financial Advisor with Raymond James Financial Services,"Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC". “Privacy policy”. 100-C Essex Ct., Madison, Alabama 35758. She is the lead advisor for the Investor’s Resource Team of advisors. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

"Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members." "Investor's Resource is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc."

About Shari

Shari is an energetic entrepreneur and highly credentialed wealth advisor who leads a successful wealth management team within one of the nation’s largest independent investment firms. For the first 25 years of her career, she invested in the lives of her clients and the members of her team. Today, her attention is more toward contribution. At the peak of her personal success and within an increasingly competitive industry, Shari vowed to take her business to the next level by challenging the status quo on what holistic wealth management should be. Today, Shari is actively seeking innovative ways for clients to better and more meaningfully connect their purpose, passion, and portfolios. Her mission is to preserve this generation’s knowledge so her client’s dreams can be lived out today as well as be…

Shari’s Blog

Why I Do It

If I can help each of my clients dream bigger, reach their goals, and touch more lives than they ever thought possible then I would feel my life’s mission is accomplished. For the first two decades of my career, my mission revolved around helping people get to...
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What does the Super Bowl have to do with Wealth Preservation and Legacy?

The chances your money will erode in your children’s hands go up dramatically if their values around saving, spending, and giving aren’t the same as yours. Understanding the pulse of the culture is critical if we are to communicate our values and experiences...
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My Story

I totally fell into my first job, likely by convincing my employer that I was a hard worker and had a head for numbers.  Secretly I still had no idea what I wanted to do in life. My experiences as a babysitter who banked every cent she ever made, a summer-time bank...
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