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?”