How Am I Doing?You won’t have to wonder how your portfolio is performing with your Envision plan – you’ll have access to the tools and technology you need to track your progress and make sure you’re on target to meet your goals. As your life naturally changes, your investment plan evolves with it.We chart your progress and meet with you to review and adjust your plan so it stays up to date and in sync with your life. By tracking your ongoing investment results against your Envision “Target Zone,” you’ll be able to tell where you are in terms of accomplishing your goals. Simply login to your online account to view your progress, and contact your financial advisor if you have questions or concerns. |
98% agree their plan is personally tailored to meet their unique financial goals |
96% agree having an Envision plan helps them feel better prepared for retirement |
92% agree their plan helps them talk to their financial advisor about significant life events |