Envision® Process
Wells Fargo Advisors' highly disciplined Envision planning approach offers you and your family an effective way to identify your highest-priority goals and develop an investment plan designed to provide you with the wealth you need to live your life the way you want. By blending the human dimension of personal goal-setting with innovative technology, our planning process goes way beyond simply aiming for a dollar amount to or trying to match a performance benchmark.
When your life goals change with time or if fluctuating market conditions alter your plan’s results, the Envision process offers flexibility to make adjustments as necessary.
Research1 shows that among the surveyed Envision plan holders:
98%
agree their plan is personally tailored to meet their unique financial goals
96%
agree having an Envision plan helps them feel better prepared for retirment
93%
agree their plan helps them to talk to their Financial Advisor about significant life events
Results are based on a survey conducted online by Versta Research from June 5-June 22, 2019 among 457 Envision clients with Financial Advisor relationships. Results are not representative of other client experiences or indicative of future success or performance. The Envision process is a brokerage service provided by Wells Fargo Advisors.
The Berra-Griffin Wealth Management Group has found that the Envision process helps you plan your investments around benchmarks and life events that hold real meaning for you. The process can connect you to your investment strategy in a refreshing and personal way. Whenever you experience a change that is likely to affect your financial outlook, we can work with you to determine whether your Envision plan needs any adjusting.
Envision produces a personalized benchmark called "the dot," which allows you to monitor progress toward achieving your objectives, and adjust your plan should life or market changes warrant it. You can see "the dot" online and on your statements, providing an ongoing metric and immediately answering the most critical financial question: "Am I on track?"