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The Envision Planning Process

The Envision® Planning Process

Wells Fargo Advisors' Envision 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, we monitor your progress toward achieving your life goals on your own fully customized index. It includes:

  • Identifying what is important in your life and helping you prioritize your financial goals
  • Coordinating and integrating cohesive solutions for all your financial affairs, including wills, mortgages, insurance, and “tax-smart” strategies
  • Creating a well-balanced, diversified portfolio based on your objectives, risk tolerance, and investment time horizon
  • Monitoring results, reviewing changes in your circumstances, and adjusting your investment strategy as necessary based on your situation

If your life goals change with time or if fluctuating market conditions alter your plan's results, the Envision process offers the flexibility to make adjustments as necessary.

Trust Services are available through Wells Fargo Bank, N.A., and Wells Fargo Delaware Trust Company, N.A.

Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.