Our Process

At the foundation of your relationship with the Solis Financial Strategies Group is a precise, integrated approach to long-term investing. You will be guided through a disciplined process that includes taking an inventory of your current assets and liabilities as well as analyzing your existing investment portfolio and investment objectives.

The Envision® process offers you an effective way to identify your highest priority goals and develop an investment plan with the potential 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 review your progress toward achieving your life goals on your own fully customized index.

  • Identify what is important in your life and help you prioritize your financial goals
  • Coordinate and integrate cohesive solutions for all your financial affairs including estate investment planning, full balance sheet, insurance and tax strategies
  • Create a well-balanced, diversified portfolio based on your objectives, risk tolerance and investment time horizon
  • Review results, reviewing changes in your circumstances and adjusting your investment strategy as necessary based on your current situation

The Envision Planning Process

If your life goals change with time or fluctuating market conditions alter your plan’s results, we will help adjust your financial road map as necessary to accommodate your changing needs.

Wells Fargo Advisors is not a tax or legal advisor. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company are are underwritten by unaffiliated insurance companies.