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Mountain Peak Sunrise

The Best

Leaders Create

Better Outcomes

I connect CEOs, CFOs and leaders with organizations, resources and opportunities  that create greater value across business, health and wellness, innovation and strategic relationships.

For example, a financial approach that reduces healthcare-related costs for employers and employees by expanding benefits and access to care.

Explore

Envision Success

For more than four decades, my work has centered around a simple idea: there are almost always better ways to improve people’s lives and organizations when we’re willing to look beyond conventional approaches.

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Today, Envision Success brings that philosophy across business, health and wellness, emerging technologies, strategic relationships and community impact.

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The common thread is connection — recognizing possibilities and bringing together the people, ideas and resources that can move them forward.

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Where Better Possibilities Begin

With The Right Opportunities 

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EMPLOYER SOLUTIONS

Includes Nonprofits

CUT THE COST.

NOT THE PLAN.

A Smarter Way

to Finance Healthcare Costs

Powered by a TIME World Top Health Tech Company 2026 serving 4M+ members.

Built on established tax law.
Discover how much your company and employees can save.
Reduce healthcare-related costs for both employers and employees through an IRS-compliant payroll tax structure designed to expand access to care, with no required changes to existing healthcare plans, advisors or reduction in employee net pay.

 

An Approach to Financing Benefits that Works

When you leverage this IRS-compliant strategy, it reallocates a portion of existing payroll taxes into expanded healthcare access and support for employees and their families. Employers experience measurable financial outcomes while preserving existing health plans, broker relationships, payroll systems, and employee net pay. It works for everyone.

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PROVEN REACH. ENTERPRISE SCALE. REAL UTILIZATION.

Powered by a TIME World Top Health Tech Company 2026 serving over 4M members.

Combining measurable financial outcomes with expanded access to care and a proven platform serving thousands of organizations and millions of member activites.
"My team and I have LOVED having these benefits! It saved me a copay, time for the visit, and the RX $ to get my prescription filled." 
Erin S.
Chief of Staff

PROVEN REACH. ENTERPRISE SCALE. REAL UTILIZATION.

2,000+

Employer Groups Enrolled Nationwide

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4M+ Members Nationwide
 

 

An Enterprise-Scale Platform

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Supports small business to large enterprises 

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40-50%

1st Year Utilization

Compare to 3-8% EAPs nationwide

$0

Out-of-Pocket Cost

Why This Matters 

THE REAL COST

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When employees and families delay care because of cost, preventable problems become more serious and costly for both the individual and the employer.

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  • Claims increase

  • Absenteeism rises

  • Productivity declines

  • Retention decreases

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At the same time, many employers continue spending more on healthcare each year while employees still struggle to access the care and support they need.

We use existing IRS codes to advantage a compliant payroll tax strategy that helps close the gap between healthcare coverage and healthcare affordability by expanding access to care while creating measurable value for both employees and employers.

How It Works

  • Employers use a payroll-integrated, IRS-compliant structure.

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  • Participating employees receive expanded healthcare and wellness benefits.

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  • The structure reduces payroll-tax liability for the employer.

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  • Employees receive the benefits without reducing their net pay.

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  • It works alongside the employer’s existing health plan rather than replacing it.

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  • Implementation is available  year-round, independent of other benefit renewal cycles.

Works With
Your Existing Structure

By complementing your existing benefits structure, there is full integration with your current payroll system, as well as retaining your established relationships and workflows without changes to day-to-day operations or reducing employee net pay.

Health Plans

Your current carrier and benefit structures remain fully intact. No changes to coverage or network.

Broker Relations

We work alongside your existing broker and advisor relationships. All professional partnerships remain fully intact.

Payroll Systems

Our IRS-compliant strategy integrates with your current payroll software and cycles.

Employee Net Pay

Employees see no reduction in monthly take-home pay while gaining significant additional healthcare value.

Proven Infrastructure

Implementation, platform operations and ongoing compliance are managed through established national partnerships with specialized expertise in payroll integration, employee enrollment, healthcare access and program administration.

 

The program is structured within established IRS provisions, including Sections 125, 105 and 213(d), with compliance documentation and ongoing oversight managed through the program’s established infrastructure.

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Organizations receive coordinated support through implementation, enrollment, employee education and long-term program administration.

Proven Results

Results are significant and measurable for both employers and employees:

lower healthcare-related costs, expanded access to care, immediate employer savings

and stronger workforce stability.

Eliminates Cost Barriers
to Care

Employees and families gain expanded access to preventive care with no copays or deductibles. 

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Complements existing medical coverage.

Immediate Employer Savings

Employers save ≈$640 annually per participating employee beginning with the first payroll cycle.

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Self & Level
Funded Plans

Self- and level-funded employers

also realize additional savings, with average medical claims reductions of 8–20% for participating employees.

Workforce Stability

Improved access to care helps support employee well-being, engagement, performance and retention.

Our results are strengthened by personalized education, communications, and health resources that help employees and families understand, access, and utilize our 24/7/365 support system.

*All Qualifying Organizations 
 

≈ $640* net

Annual tax Savings per PARTICIPATING employee 

MEASURABLE FINANCIAL IMPACT

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Improved healthcare affordability and access while creating measurable financial value for participating organizations.

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Actual results vary by organization, participation levels, and plan structure.

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Annual tax savings applies to each participating employee and scales accordingly in all organization types.

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≈ $640 net

Annual tax Savings per PARTICIPATANT 

All Qualifying Organizations 

≈$64K
 

Annual tax SavingS
PER 100 PARTICIPANTS 

≈$320K

5-YEAR ESTIMATED IMPACT
per 100 participants

Up to $1,900

annual net pay for qualified participating employees

Self & Level Funded Plans
Additional Savings


Our preventive care program averages 40–50% employee usage in the first year. Care through the platform has no copays or deductibles and generates no claim against the existing health plan. When employees receive care through the program, self- and level-funded employers avoid standard claim costs in addition to their payroll-tax savings. The total depends on participation, usage and the company’s current claims costs. Schedule an overview to explore the total financial impact for your organization.

Tax Optimization
And Reallocation

Sustainable
Workforce Stability

By utilizing IRS-compliant frameworks, we identify potential payroll tax savings and strategically reallocate those funds to expand employee access to care while strengthening the organization’s financial position.

Expanded access to care supports employee health and well-being while helping employers improve talent acquisition, retention and workforce stability. Reduced healthcare-related costs further strengthen the organization’s financial position.

Every organization is unique. Schedule an overview to see the financial impact for your organization.

** Estimates based on 100 participants

What Employees 
And Families Receive

Employees and their families gain access to an integrated whole-person healthcare platform that addresses financial barriers to care and brings primary care, urgent care, mental health, pharmacy and everyday support together in one coordinated care experience.

24/7 Comprehensive Support

PRIMARY CARE

Virtual primary care, prescriptions, lab support, care coordination, and ongoing guidance.

URGENT CARE

On-demand care for immediate medical needs and treatment guidance.

BEHAVIORAL HEALTH & COUNSELING

Individual, family, and group counseling with additional support resources.

FAMILY CARE SUPPORT

Eligible family members receive full access to services and healthcare resources.

 

WEIGHT MANAGEMENT & METABOLIC SUPPORT

Clinical support for healthy weight management and metabolic health.
 

1,000+ generic prescriptions

at no cost by mail or 

local pick-up.

PHARMACY*
FITNESS & WELLNESS

Fitness, wellness, and healthy lifestyle resources through the FitOn platform.

HEALTH INSIGHTS & PREVENTION*

Advanced screening and health insights that support preventive care planning.

LIFE ENHANCEMENT RESOURCES

Continuously updated resources that support resilience, wellbeing, and healthier outcomes.

*Specialty prescriptions and advanced screening services may be subject to discounted member pricing.

Explore how Mission Aligned Benefits can transform your organization’s healthcare strategy with a customized program overview.

“Faith made the whole process feel easy and clear. It’s a financially sound, well-structured approach to expanding benefits without adding cost or complexity.”

Sarah Gould, Founder & CEO

Elevated Accounting & Advisory LLC

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Program Review
 Onboarding & Implementation
Ongoing Administration & Compliance

Ongoing program administration, employee support, compliance oversight and updates are managed through the program’s established infrastructure.

Our Process

Discovery
Qualification Review

Initial conversation

to understand your company,  workforce, current benefit structure and explain details of our program.

A workforce review determines program eligibility and identifies the information needed to prepare your analysis.

Review your customized proposal showing projected tax savings per participating employee and for the organization, along with program benefits and implementation details.

Specialized teams coordinate employee education, enrollment, payroll integration and program launch.

Each step in our process is supported by experienced teams specializing in compliance, payroll integration, employee education, enrollment, and ongoing administration,

helping make the process simple and efficient for your organization.

NON PROFITS & COMMUNITY  IMPACT

Some of the most important work being done today is led by organizations committed to strengthening communities and improving lives. I help connect nonprofits and mission-driven organizations with strategies, resources and relationships that can strengthen both their financial foundation and their impact.

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THE GRATITUDE CIRCLE

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The Gratitude Wheel is based on a simple idea: when value is created, some of that value can continue circulating outward.

By connecting businesses, nonprofits and individuals with opportunities that benefit them financially, those same relationships can create new resources to support organizations and causes doing meaningful work.

It is a way of turning successful connections into an expanding circle of benefit.

STRONGER WORKFORCE   •   STRONGER FINANCES   •   REAL IMPACT

Professional, diverse employees and families in a community setting, representing workforce wellbeing.

STRATEGIC 
RELATIONSHIPS

The right connection can change everything.

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Much of my work involves recognizing where people, organizations, ideas and resources can create value for one another and helping bring those pieces together.

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Sometimes that means introducing an organization to a solution it didn’t know existed. Sometimes it’s connecting two people whose expertise or objectives complement each other. And sometimes a valuable connection creates an entirely new opportunity, including new sources of revenue or referral compensation.

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I continually seek out innovative resources, organizations and people worth knowing, then look for the places where those relationships can create meaningful value.

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Boards & Advisory 

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The right people at the table can change what’s possible.

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Strong boards and advisors bring experience, perspective, relationships and resources that can accelerate an organization’s mission and growth.

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Through my network of experienced business leaders, financial professionals and strategic advisors, I help connect organizations with people who may bring the expertise, leadership and relationships they need.

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I also connect accomplished leaders with board and advisory opportunities where their experience can make a meaningful contribution.

HEALTH & WELLNESS INNOVATION

Health and wellness continue to evolve as new technologies expand possibilities for non-invasive and self-healing techniques and devices.

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With more than 35 years of involvement in health and wellness, I have a particular interest in emerging frequency-based technologies and other innovations designed to support wellbeing, performance and quality of life.

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I explore promising approaches, the people and organizations behind them, and opportunities to connect worthwhile innovations with individuals and organizations that may benefit from them.

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As an evolving area of Envision Success, I am intentionally open to new discoveries as  science, technology and human potential continue to develop.

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MEDITATION & CONSCIOUSNESS

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Creating a place for deeper connection.

A private Meditation & Peace Retreat Center is taking shape in Northeast Washington, a quiet place where people can explore higher levels of awareness, inner peace, and authentic connection within themselves, with one another and with Life Itself.

The vision is unfolding. More to come.

 

About Faith

For more than 35 years, my work has centered on helping people and organizations discover better possibilities.

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My background spans business strategy, health and wellness, strategic relationship building, writing, music and more than four decades of meditation and consciousness work. While those worlds may appear very different, I see them as interconnected.

Envision Success grew from that perspective: bringing together people, ideas, resources and innovative approaches that can create meaningful and sustainable value.

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I believe the best opportunities often emerge when we stop looking at things in isolation and begin seeing the connections between them.

“Faith brings exceptional clarity, professionalism, and strategic insight to every engagement. She is a trusted partner whose work elevates both client outcomes and team collaboration.”

Cheri Muniz, Founder & CEO

Ascend Financial Wellness

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Faith Rose

If something you’ve discovered here sparks an idea, a possibility or a conversation, I’d be delighted to hear from you.

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Whether you’re exploring an opportunity for your organization, interested in one of the areas of Envision Success, or see a potential connection we haven’t considered yet, please reach out.

LET'S 

CONNECT

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Founder, CEO

Envision Success LLC

EXPLORE A SMARTER WAY

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