Combining goals-based guidance with sophisticated software, Wells Fargo Advisors’ Envision® planning process is an effective, easy-to-understand tool for helping you achieve your most important goals. The objective is to allow you to live your life in the best way possible, without undue compromise to your current or future lifestyle, and without taking unnecessary investment risks. We use the Envision process to identify how different strategies will affect your goals, and the Envision plan helps us evaluate your progress throughout your life, always answering your key question: “How am I doing?” With the Envision process, we will bring new clarity to your life goals and enhance your confidence in achieving them. IMPORTANT: The projections or other information generated by Envision process 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. |