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Envision Planning, LLC
Envision Planning is a Denver-based firm founded in 2004 by Kristy Pals and Heidi Penfold. It is a trusted partner in healthcare facility planning and...
Overview
Envision Planning is a Denver-based firm founded in 2004 by Kristy Pals and Heidi Penfold. It is a trusted partner in healthcare facility planning and specializes in full-service medical equipment planning, including procurement and transition/activation support. The firm has two decades of experience in medical equipment planning.
General information
Firm type
RIA
Year founded
2004
Location
City
Denver
Principals
Kristy Pals
Principal
Heidi Penfold
Principal
Kristy Pals
Founder
Heidi Penfold
Founder
Sector focus
Frequently asked questions
Which sectors does Envision Planning, LLC explicitly avoid?
No sector exclusions have been publicly stated by Envision Planning, LLC. Without disclosed investment guidelines or a public strategy document, it is not possible to identify sectors the firm avoids. Most RIAs of this profile maintain diversified, conservative portfolios without explicit negative screens.
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