Planning Methodology for Individuals & Families

We use the Envision® planning process that combines goals-based advice with sophisticated statistical modeling. This planning enables us to chart a course for clients, identify and prioritize important life goals, and develop an investment plan to match without undue financial sacrifice or overexposure to risk. Our approach also helps clients follow their progress with easy-to-understand visuals and the flexibility to adjust priorities when necessary.

Most advisors sell. We take the opposite approach. We get to know you – the whole financial you – first and continually in order to design a strategic plan and solutions that fit for you.

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IMPORTANT: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 2012-2016, 2018 Wells Fargo Clearing Services, LLC. All rights reserved. CAR-0118-00206 e6401 IHA-6275417a

Planning Methodology for Businesses

Next Chapter™ Planning is a process developed at Axiom Financial Strategies Group for the benefit of our business clients.  The process is designed to result in a well thought out plan for transitioning/exiting a business.

Our transition planning for businesses is accomplished by properly leveraging time and financial responsibility to evaluate, improve, and optimize:
  1. Trust
    • When high levels of trust exist among team members, it's often amazing what they can accomplish
  2. Relationshps
    • Properly valuing relationships includes being deliberate in identifying which internal and external relationships hold the most value (quantitatively and qualitatively).
  3. Responsibility (Financial and Social)
    • Top enterprises and teams know that you have to focus on balancing financial and social responsibilities to be in the game.  Enlightened individuals and teams strive to win by finding innovative ways to help team members become more financially savvy both personally and professionally.
  4. Time
    • Respecting deadlines and making the best use of everyone's time are essential to long-term success.
  5. Innovation
    • Competitive forces are rapidly creating an environment in which innovation must become a constant.
  6. Experiences
    • The experiences of our customers and our team members - experiences both inside and outside of the workplace - dramatically affect the overall expectations of both groups.
  7. Mindfulness
    • Having team members who have developed their awareness and are able to "be present" in the moment allows top enterprises to recognize and react thoughtfully to changes in market conditions or customer needs and preferences.
  8. Spirit (or Spirituality)
    • Top teams have a unique team spirit, a special glue that binds talented people together and drives them to be the very best they can be.

Developed by Vaughan Scott.