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
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.
Client Review and Communication
Each client is required to have a comprehensive Envision Plan review once a year. An effective plan requires maintenance as goals and opportunities present themselves. We will also send out regular investment and economic papers regarding the economy.
Wells Fargo Advisors does not provide legal or tax advice.