The Envision Plan

No matter what stage of life you are in, it is important to be prepared for what your future may hold. Our Envision® Plan process can help you foresee financial circumstances down the road, and suggest the best strategies to use in preparing for what lies ahead.

 
To view information on what the Envision planning process entails, click here. The Wells Fargo Advisors website shows you how your advisor can guide you through the Envision process.

Here is what Envision Plan holders think:

2018 InfoMax stats.JPG


Simply put, the Envision Plan helps clients stay on track.



Already have an Envision Plan?

You can now test out different planning scenarios through your Wells Fargo Advisors Online Access and bring your ideas to your next meeting with us! Just navigate to the to the ‘Portfolio tab’ and select ‘Planning’.

Don't have an Envision Plan?

Give us a call to discuss building your plan, or sign into your Wells Fargo Advisors Online account and view the "My Retirement Plan" tool that offers additional information on planning for your future & allows you to explore different Envision scenarios; you can find it under the ‘Portfolio’ tab, and select ‘Planning’.








*1Results 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.


**The affluent Americans results are based on a national (U.S.) telephone survey conducted (the Wells Fargo Retirement Study) between July 9 and September 4, 2012 among 266 “affluent” Americans, age 25-75 with household investable assets of $250,000 or more. NOT REPRESENTATIVE OF THE EXPERIENCE OF OTHER CLIENTS.