# Envision Planning, LLC

Envision Planning, LLC is a RIA based in Denver.

## Overview

- **Organization type:** RIA
- **Headquarters:** Denver
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** envisionplanning.com

## Regulatory record

- **CRD number:** 321791
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321791

## About

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.

## Sectors

- healthcare facility planning; medical equipment planning

## People

- Kristy Pals — Principal
- Heidi Penfold — Principal
- Kristy Pals — Founder
- Heidi Penfold — Founder

## 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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Last updated: 2026-08-11T15:06:42.396Z

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