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Seattle-based financial advisor Lindsey McKay understands every woman starts from a different place in life, aims for a unique destination, and experiences detours along the way.
She’s spent 16 years helping women with great responsibilities and big dreams achieve their financial goals. And now she’s sharing the framework she and her team use—the ENVISION Method—to give you the tools you need to put your money to work for you.
The ENVISION Method: How Smart Women Get Savvy About Money, will help you identify your money mindset, define what financial empowerment means to you, and show you how to create a plan to achieve it. Having a plan is the start of your journey, as you know life will give you a lot to conquer along the way. Told through the lens of three good friends with very different financial backgrounds, money mindsets, and goals over the course of their lifetimes, this book shows you how to use the ENVISION Method to build security, seize opportunity, and respond to unexpected events.
yourself. Let go of the past & dream of the life you want to live.
your focus by creating S.M.A.R.T goals.
your ability to achieve your goals. Be realistic!
your plan. Take action! Use short-, mid-, and long-term goals as building blocks.
your goals with others to keep you committed and accountable.
yourself to stay motivated and engaged by celebrating milestones.
your progress, monitoring every six months to start and at least annually after.
life along the way, reviewing and revising your goals as needed.
As an owner and principal advisor of McKay Wealth Management, Lindsey understands the opportunities and obstacles that money can create and appreciates how emotions and outside forces can override planning.
That knowledge, combined with Lindsey’s previous experiences in the “risk vs. reward” world of venture capital and Wall Street, plus her current status as a second-generation small business owner, helped her to develop the ENVISION Method, a framework for making sound financial decisions at every stage of life.
Her new book, The ENVISION Method: How Smart Women Get Savvy About Money, reveals this framework to the public for the first time through the financial stories of three very different women—one of whom is probably very similar to you!