The Envision Process
Envision
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Wells Fargo Advisors’ Envision application is an effective, easy to understand process designed to help you select and achieve your most important financial goals. Your current financial situation and life goals can be stress-tested using the Envision application’s sophisticated statistical modeling.
The objective of the Envision process is to allow you to live your life without undue compromise to your current or future lifestyle, and without taking unnecessary investment risk. The Envision process allows you and The Pidgeon Group to continually monitor and test your progress throughout your life, always answering the key question: How am I doing?