Our Envision® planning process lets us map a realistic financial course designed to help you prioritize and achieve your most important goals through various stages of life.
Based on your objectives, risk tolerance, investment time horizon and current financial situation, we assist you in developing a plan of action and asset allocation that is suitable for your objectives without exposing you to unnecessary risk.
Establish customized benchmarks unique to your plan and objectives to chart your progress toward reaching your goals.
Adjust your plan as necessary to account for life’s changes, new opportunities and unexpected events.
The Envision Target Zone serves as a foundational tool.
As your goals change, or life events create a need, we use Envision process to re-evaluate how these changes affect your priorities.
While being displaced is never a pleasant situation, taking control of a life-changing event can help you alleviate some stress and concern. At Wells Fargo Advisors, we know that in difficult times, planning may be more important than ever. Our goal is to work with you during these challenging times, and continue our relationship no matter your life stage.
Financial aid has enabled many students to achieve their education goals that otherwise may have been unattainable due to the high cost. The financial aid rules and process can be complicated, so it will be important for you and the student to familiarize yourselves with the various aspects discussed throughout this report.
No matter what your age or net worth, you need an estate plan to protect yourself, your loved ones, and your assets—during your lifetime, as well as after your death. Before visiting with your attorney, it's helpful to have a basic understanding of the documents he or she may recommend for your plan.