YOUR Goals, YOUR Budget, YOUR Journey
At Envision FI, we are here to help you understand your finances and plan for the future. We can provide guidance so you build a reasonable projection of future earnings and spending. We help you understand your FIRE goals in depth and develop a budget that makes sense.
Performance Reporting Made for YOUR Needs
Real estate investors, business owners and households that watch their financial trends make smarter decisions because they are using accurate data. You will have those data at your fingertips with our customized financial reports that are available on demand.
(We will also deliver them periodically for you review.)
How We Work
To help you achieve your FI goals, we assign your account to a bookkeeper who will spend dedicated time to quickly become familiar with your business and your business’s needs. Our designated bookkeeper will remotely handle all tasks and keep your records current while maintaining close communication. You will have access to your financial documents and data on-demand through our secure platform.
About Us
A couple years ago, we were introduced to the FIRE movement. According to Vanguard, FIRE stands for “Financial Independence Retire Early.” FIRE investors save as much of their income as possible during their working years, hoping to attain financial independence at a young age and maintain it through the rest of their life—aka retirement. Ever since, we have worked tirelessly toward our FIRE goals. As we have been on our FIRE journey, we realized it can be a lonely journey with a lot of adjusting, planning, and detail-documenting to keep track of the progress. With that realization, we know how important it is to get the right support for the journey. We want to be that support partner for other FIRE dreamers to reach their goals. That is why Envision FI Bookkeeping has come to life. We want to focus on the FI of FIRE as it should be your choice on whether to retire early or not. By reaching Financial Independence early, you have the freedom to pursue your dream whether it is to retire early, work part-time, or pursue your passion. Let us be that partner to help you envision your FIRE journey one step at a time.