Envision Process

By planning your investments around benchmarks and life events that hold real meaning for you, the Envision® process can connect you to your investment strategy in a refreshing, revealing and personal way. Even better, it can keep you apprised of that most critical of financial questions, “How am I doing?” Our process offers you the tools and technology you need to discuss your life expectations, decide on an appropriate investment strategy, track your progress and re-sync – or rethink – your approach whenever necessary.