Putting your financial future in focus

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:

  • Identifying what is important in your life and helping you prioritize your financial goals
  • Coordinating and integrating cohesive strategies for your financial affairs
  • Creating a well-balanced, diversified portfolio based on your objectives, risk tolerance, and investment time horizon
  • Reviewing changes in your circumstances and adjusting your investment strategy as necessary based on your situation
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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:

98%

agree their plan is personally tailored to meet their unique financial goals

96%

agree having an Envision plan helps them feel better prepared for retirement

92%

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 June 5-June 22, 2019 among 457 Envision clients 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.