New Client Toolkit

Welcome to Harm & Harm Financial Consulting Group. As a prospective client, we want you to understand the tools that we use to help you build, manage, protect and transition your wealth. Follow the links below to find resources and tools for the creation of personalized plans and strategies for planning your financial future.
Information Collection Page 

The Envision process provides a great way to create and maintain your own unique financial roadmap. Click on these documents to get started.
Introduction to the Envision Client Planning Software
Envision Goals Worksheet
Envision Client Profile

This information is intended for use only by residents of (AZ, CA, CT, DE, FL, GA, KY, MD, ME, MN, MO, MT, NC, NH, NJ, NY, OR, PA, SC, TX, VA, VT, WA, WV). Please consult with each individual Financial Advisor listed on this site to understand what states they are licensed to transact business.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments.  

Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment and Insurance Products:

  • Not Insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
©2020 Wells Fargo Clearing Services, LLC. All rights reserved.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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