agree their plan is personally tailored to meet their unique financial goals
agree having an Envision plan helps them feel better prepared for retirement
agree their plan helps them talk to their Financial Advisor about significant life events
Source: Results are based on a survey conducted online by Versta Research from July-August 2016 among 762 investors 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.
With the Envision process, following your progress is simple. By accessing your account online, you can see a simple chart that tracks your “dot,” which moves based on the value of your investments. When you find your dot is outside of the Target Zone, we can work with you to adjust your investments or your goals.
You can also think of your dot as a personal growth chart for your progress toward your financial goals. By tracking your investment results against the Target Zone, you’re in a much better position to answer the question, “How am I doing?”