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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
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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…