The OAS&P Process

Step One

Getting Acquainted

  • What we believe differentiates our team from others in the industry
  • Discuss your goals, objectives, time horizon, and risk tolerance
  • Decide if mutually beneficial to have further discussions

Duration: 30–60 minutes

Next Meeting: One to two weeks later

Step Two

Gathering Information

  • Gather all documents and statements for analysis
  • Click here to download data gathering form
  • Prioritize goals and objectives
  • Complete the Wells Fargo Advisors Envision® process

Duration: 30–60 minutes

Next Meeting: One to two weeks later

Step Three

Presentation of Investment Plan

  • Interactive discussion of Envision plan
  • Recommend investments
  • Discuss fees
  • Discuss communication preferences

Duration: 60 minutes

Step Four

Ongoing Portfolio Review Meetings

  • Ongoing meetings will be scheduled at your preference
  • Revisit your investment objectives
  • Discuss life changes and goals
  • Review Envision plan and asset allocation

Duration: 60 minutes