Envisioning Your Future – The Envision® Process

As part of Wells Fargo Advisors, the Robert Charles Group benefits from the resources of one of the nation’s largest investment firms and their affiliates. That includes the Envision process, an effective step-by-step process that helps us recognize, prioritize and pursue your most important life goals—and work to achieve them thoughtfully by using a managed portfolio to focus on long-term goals.

The Envision process guides us in:

Understanding Your Goals

You can’t forge a path to a destination if you don’t know where you’re going. That’s why we delve into your vision of the future—everything from financial goals to passions to what it means to retire “comfortably.” Our deep dive will help you identify and prioritize your major life goals and help us understand the full picture.

Making Recommendations

Having laid out your vision and gathered all the necessary information from your legal, tax and other professionals, we get to work. We study your timeline, risk tolerance and market dynamics to help us develop detailed recommendations for a managed portfolio. We then present them to you in an easy-to-understand report.

Implementing Allocation

Once you’ve signed off on the asset allocations, we’ll implement the plan—purchasing the investments and securities and setting your financial life in order. We do all the heavy lifting—researching and analyzing the investments and managers—so you can focus on living your life.

Monitoring Progress

It’s not enough to implement a plan. It needs to be monitored to help ensure you’re progressing toward your goals. That’s why we regularly monitor your accounts—both from a market and personal perspective.

We continuously study the underlying investments to help ensure they remain appropriate during fluctuating market conditions. We oversee your asset allocation, rebalancing as needed, to help ensure your investments remain aligned with your plan.  We follow-up on major life changes so we can help you reevaluate goals and your plan and investments as needed.




Important: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.