Don Martini, CFP®, CFA Envision Financial Planning
- Virtual, San Francisco, CA 94118
- (415) 710-9251
- https://envisionfinplan.com/
About Don Martini, CFP®, CFA
About
I recognize the importance of integrating personal financial decisions with quality-of-life issues as we pass through our life stages. Your vision of a retirement lifestyle needs to have a plan that meets your expectations and adjusts to obstacles that you will encounter along the way.
I decided to start Envision Financial Planning as a way for individuals and families to imagine future possibilities and work towards achieving your life goals based on your priorities and values.
As a fee-only planner, I act solely in your best interest and do not accept any fees or commissions for product sales.
Education
I have a Master of Business Administration in Finance. I completed a Personal Financial Planning Certification Program at University of California, Berkeley. I currently hold a Certified Financial Planner™ (CFP®) certification and a Chartered Financial Analyst (CFA) certification.
My Mission
My mission is to empower busy professionals and their families to achieve their future financial vision. I help clients overcome confusion around financial decisions so they have the confidence and freedom to pursue their dreams.
My Services
• Comprehensive Financial Planning with Ongoing Support
• Comprehensive Financial Plan and Investment Management with Ongoing
Support
How Can I Help You Put It All Together?
We take a holistic approach to financial planning, coordinating all areas of your life, such as your goals, values and priorities to build a customized and comprehensive financial plan.
Planning Areas:
• Personal budgeting and cash flow
• Retirement Planning
• Investments
• Risk Management
• Estate Planning
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Baby Boomers
- Established Professionals
- Holistic Financial Planning
- Mid-Career Professionals
Ways Advisor Charges
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options:
- Quarterly Fee: $1500/qtr
- Flat Fee: $3000/project
- Assets Under Management: 1.00%
SEC Records:
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
