We believe the Wells Fargo Advisors Envision
process is the perfect first step – it allows us to engage in deep conversations with you about your goals and wishes, as well as the challenges you face, to gain a better understanding of what you’re trying to accomplish and how we can help. Understanding your life, your priorities, and your comfort with risk can help us make the right recommendations for you.
process offers you 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. Instead of tracking your portfolio’s performance against a standardized index, such as the S&P 500, you can monitor your progress toward achieving your life goals on your own target zone.