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
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