Our Process

Our Process

In our initial meeting, you have the opportunity to know us better and we get the chance to know more about you. We will decide if a professional relationship will work for both parties. If we agree to work together, the next step is a comprehensive profile meeting.

Investment Profile Meeting

 

During this meeting, we will determine what is most important and begin to develop your personal Envision plan. We will review your current investments and ask that you bring the following documents:

  • Current banking, brokerage, pension and retirement account statements
  • Balances on mortgages, loans (if applicable), approximate budget
  • Legal documents
  • Tax returns
The first step in the process is the Investment Profile Meeting

Implementation/Strategy Meeting

 

After reviewing all the necessary documents and the information collected, we will then share with you our ideas and recommended plan. We will fine-tune any essential details and begin to talk about the first steps to take toward the plan.

The second step in the process is the Implementation/Strategy Meeting

Client Review and Communication

 

Each client is required to have a comprehensive review once a year. An effective plan, Envision®, requires constant maintenance as goals and opportunities present themselves. We will also send out regular investment and economic papers regarding the economy.

Finally, each client is required to have a comprehensive review once a year

Wells Fargo Advisors does not provide legal or tax advice.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals