Envision Your Future

Let us help you make it your reality!
Is Envision Right For You?

Your Trusted Guide Through Life's Transitions

At the end of day, we judge ourselves on the impact we’ve had on our clients’ lives, the milestones we’ve helped them reach and the relationships we’ve built.

Money is a tool. Use it wisely.

Learn more about us and our approach.

A Different Kind of Financial Planning

We recognize that more financial security and expert guidance helps you relax and enjoy your life rather than needing to become an expert yourself. We will help you understand the key items to focus on and coach you in any areas where you'd like to know more.

Wealth Building for Individuals and Families

Individuals in Retirement or About to Retire

Women in Transition

Envision Your Future

What you'll gain with Envision

Competence

You’ll have a trusted team standing behind you through all of life’s big changes and challenges.

Convenience

Your financial plan should make your life decisions easier, not be something else to add to your to do list!

Coaching

We will help you understand the decisions you are making to feel comfortable and confident about achieving your goals.

Continuity

We will make sure every aspect of your life is incorporated into your personal plan.

Are you looking for more from your advisor?

As a friend of mine who passed away all too soon said, “It’s all about the dash. You were born. You will die. It’s all about the dash in the middle.”

What are you going to do with your dash?

Let Us Help!

Let Us Help You Navigate Your Major Life Decisions

1

Schedule a consultation.

2

Tell us about your journey.

3

Follow your path with confidence.

Learn More About Our Highly Personalized Process
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Contact Us

5100 Poplar Avenue
Suite 2428
Memphis TN 38137
901.422.PLAN (7526)

info@envisionfptn.com

© Envision Financial Planning

Website by AlchemyThree

We will:
  • • Provide expertise in generational personal financial planning.
  • • Give counsel based on long years of experience.
  • • Motivate our clients through caring about them and their families.
Our approach is to discover a client’s goals, determine the personal financial plan that is needed, and aid the client in reaching those goals. Our success is measured by how well our clients achieve their goals.
Hank has had a distinguished career in the financial services industry, including more than 40 years in the financial planning and securities fields. From 1985 to 2013, Hank provided fee-only financial planning services through his firm, Lifetime Planning, Inc. Hank merged his practice with Stacey’s in 2014. In addition, Hank is a member of both the local and the national chapters of the Financial Planning Association (FPA).
Hank received his bachelor’s degree in business administration from the University of Mississippi, where he also lettered in football. He received his initial securities training at Merrill Lynch. He was a financial planning consultant for the Memphis office of Ernst & Young and financial planner at Morgan Keegan & Company, Inc. from 1982 through 1984. In April 1984, Hank completed his CERTIFIED FINANCIAL PLANNER™ professional requirements with the College for Financial Planning in Denver, Colorado.
In addition to his financial planning practice, Hank has enjoyed serving on the boards of Presbyterian Day School, Second Presbyterian Church, University of Mississippi, and the Christian Community Foundation. Hank served as the chief financial officer of the Christian Community Foundation from its inception in October 1998 until October 2000. Hank enjoys reading, hunting, and attending baseball and college football games.
Clay serves Envision Financial Planning’s clients as the investment officer and portfolio manager. His duties include overseeing the firm’s investment process and money management strategies with a strong focus on “goals-based” investment planning.
As a firm, we believe in concentrating on things we can control such as:
  • • Investment plans that match your needs and risk tolerance
  • • Diversification
  • • Management of expenses, turnover, and taxes
  • • Discipline through both up and down markets
Clay is a native Memphian and a graduate of the University of Mississippi. He began his career working for a regional broker/dealer specializing in fixed-income securities, and prior to joining Envision, Clay was an investment research analyst and portfolio manager for a private wealth management firm in Memphis. Clay currently holds his FINRA Series 66 securities registration and obtained his CERTIFIED FINANCIAL PLANNER™ designation in 2021.
In his free time, Clay enjoys playing golf, exercising, reading, and cooking with friends and family. He and his wife, Margot, have two boys named Callan and Wiley.