We are pleased to introduce you to the Envision® planning tool, an innovative investment planning process exclusively offered by Wells Fargo Advisors. Our objective use of the Envision® planning tool is to define and prioritize your goals while allowing you to live your life the best way possible, without undue compromise to your current lifestyle, and without taking unnecessary investment risk. When designing your custom investment plan, we use a four-step process:
Step 1: Understand Your Goals
During our first meeting, we conduct a personal interview with you to review your Envision® Profile as well as your goals, objectives, risk tolerance, and time horizon to develop your custom investment plan. If appropriate, we also consult with other professional advisors, including your attorney or tax advisor, to understand all pertinent details of your financial circumstances.
Step 2: Develop a Plan
Based on information gathered from our first meeting and the Envision® Profile, we will develop a comprehensive investment philosophy statement. Our second meeting is to review your investment philosophy statement and ensure it aligns with your financial goals and objectives.
Step 3: Implement Recommendations
Once you have a complete understanding of your investment strategy, we will implement the recommendations made in your customized plan. These may include one of our advisory-based management portfolio platforms, managed equities, mutual funds, or ETFs.
Step 4: Evaluate Progress
As part of our review, we evaluate your portfolio, not only for performance but how it integrates with your overall investment plan. Adjustments are made as necessary based on changes in the financial markets or in your life.