The Wells Fargo Advisors Envision® process offers you an effective way to identify your highest-priority goals and develop an investment plan designed around what is important to you. 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. The process includes:
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.
Research shows that among surveyed Envision plan holders:
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