Matt Bartz
Financial Planner and Managing Partner @Envision Financial Partners
Signup · Get unlimited contacts
WORK HISTORY
Financial Planner and Managing Partner @Envision Financial Partners
Greenwood Village, CO, US
At Envision Financial Partners, we believe products are simply a means to an end. We all need tools to achieve things. The deeper question is, what do you wish to achieve? In our model, cracking the code can be a shared experience that isn’t found in document and policies and asset allocation models. As a Financial Planner, I focus on individualized financial planning services for a fee. I do this through a consultative financial planning process we call Cultivate Curiosity. Cultivate Curiosity is a planning methodology to help you envision your long-view. Each of the individuals and families to whom we’re referred have been students of accumulation, anticipating a prosperous future. The challenge is that hope alone lacks the infrastructure of strategy and a goal is simply a dream until it’s fully developed. When you sit down with a thinking partner who’s genuinely curious, the dialogue uncovers underlying meaning about what you want to create for yourself and your family – and why. Curiosity is a magnet for self-learning. You hear your own priorities with unprecedented clarity, and we hear them too. Together, we leverage the raw material of hope, uncovering your goals, and then converting them into quantifiable strategies. We believe this methodology is the difference between an advisor and an advisory relationship. An advisor provides information. An advisory relationship hangs in there with you, where the rubber meets the road.
EDUCATION
The American College
CLF®, Chartered Leadership Fellow
Colorado State University
BA, Marketing and Management
The American College
CLU®, Chartered Life Underwriter
The American College
ChFC®, Chartered Financial Consultant
ABOUT MATT BARTZ
In my role as a Financial Planner and Managing Partner for Envision Financial Partners, my focus is to provide honest service and financial strategies that will help my clients achieve their personal financial goals. My mission is to be a trusted resource for my community by providing a variety of financial products combined with superb service. I believe that financial education is an essential part of life planning, and I’m happy to share my knowledge with you. My areas of experience include:• Assisting in the clarification, understanding and quantification of client’s financial goals and needs.• Assisting clients in gathering the information needed to prepare the financial plan.• Creating financial plans that provide information and strategies to help my clients make better informed financial decisions.• Educating clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meeting with family members, executors and other advisors to discuss my clients’ financial plan, if desired, for a concerted effort.• Periodically updating the clients’ financial plan, if desired, to help clients make adjustments due to our ever-changing environment.Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through NWF Advisory Services Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.For disclosures and to learn more about Envision Financial Partners, please visit our website linked under contact info
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.