The Parker Private Wealth Management Group believes that Envision is one of the most innovative financial strategy resources available today. By emphasizing the value of conversation, it can help people prepare for their retirement and discuss some of the questions that tend to keep us awake at night.
Our highly disciplined Envision planning approach offers you an effective way to identify your highest priority goals and develop an investment plan designed 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 monitor your progress toward achieving your life goals on your own fully customized index.
Source: Results are based on a survey conducted online by Versta Research from July-August 2016 among 762 investors 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.
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?”