Working with an Advisor

How the Envision® process works
Combining goal-based advice with sophisticated modeling, the Envision process creates an effective, easy-to-understand method for prioritizing and achieving important life goals. Ultimately, the Envision process helps our clients live the one life they have the best way they can, without undue financial sacrifice or overexposure to risk.
Identify and prioritize goals
The Envision process begins by allowing you to explore what goals and dreams you have and what concerns you about being able to achieve them. This important step serves as the basis for the conversations your Financial Advisor will have throughout the process. What makes the Envision process so different is that throughout this conversation we explore your ability to achieve your goals in multiple scenarios, starting with the Ideal and the Acceptable.
In order to give you the opportunity to live as much of your Ideal scenario as possible, we use our Envision Priority Cards. This interactive activity ensures that you and your Financial Advisors are on the same page, working together to help achieve those goals you value most.
Develop and implement an investment plan to help you reach your goals
Upon gaining an understanding of your ability to live either your Ideal or Acceptable scenario, we also create a Recommended scenario for you that incorporates your goals and/or concerns that you value most.
Based on your goals, dreams, concerns, risk tolerance and financial situation, our Financial Advisors can propose appropriate asset allocations needed to help you achieve your goals. This product neutral approach allows our Financial Advisors the freedom to select products they feel will best help you attain your goals.
Monitoring your progress (the “Dot”)
The most important part of the Envision process is the way you are able to monitor your progress toward the goals and dreams you wish to accomplish. Your Envision plan updates each night and creates a benchmark unique to your goals and situation. This information displays on your statements and online where it is updated monthly.
Change may be one of the largest challenges you face, whether it is change in your life or in the world around you. As change happens, it is very easy to update your Envision plan to reflect that change and measure the impact it has on your ability to achieve the stated goals.
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