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 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.

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

Wells Fargo Advisors does not provide legal or tax advice.

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, FL, HI, IL, KS, MA, MD, MI, MO, NC, NE, NH, NJ, NY, OH, OR, PA, TX, VA, WA, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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 professionalsX