Working Together to Help See Your Goals to Fruition

Part of the investment planning process is making investment choices that fit your overall strategy. Multiple investment types can work together to help you accomplish your financial goals, and we’re dedicated to providing you with a wide range of products and services to best ensure the most favorable outcome.

Wells Fargo Advisors’ Envision Process

Our investment planning process helps us work with you to plan your portfolio around your real-life goals, dreams, and needs. We will put the Envision planning process’ tools and technology to work in order to track your performance and help you make adjustments along the way.

Define Your “Big Picture,” Then Invest In It

Ever feel like you spend too much time trying to stay on top of your financial goals? Whether it’s finances or investments, we’ve often heard from new clients that they feel like they’re spending too much time trying to keep everything straight. They want to feel more confident – they want a better understanding of what lies ahead.

That’s where the Envision planning process factors in.

For example, Envision goes beyond simply choosing an investment strategy and hoping for the best. It’s a life-planning tool that helps us:

  • Explore your life goals
  • Plan your investments around benchmarks that hold real meaning for you
  • Track your progress toward them

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

To learn more about the Envision planning process, envisionyourgoals.com