Name (Last, First, MI) Street address City, state and zip code Email Date of birth (mm/dd/yyyy) Total annual earned income The Envision® process Description Ideal Acceptable Client retirement age: _______________ ________________ Spouse/Partner retirement age: _______________ ________________ Retirement spending goal (after tax) $ ______________ $ _______________ Estate goal $ ______________ $ _______________ Annual savings $ ______________ $ _______________ Retirement goals Description Client Spouse/Partner Estimate my benefit for me: Currently collecting: $ ______________ $ _______________ Expect to collect: $_____________ $_______________ Do not include Social Security: Please choose only one Social Security option per person Social Security Other goals Please indicate specific spending goals, in addition to your retirement spending goal, that you would like to include in this Envision investment plan (i.e., weddings, education, travel). Description Annual amount Net or Gross Whose age? Start age? End age? Annual increase (0%–14%) _______________________________ $ ______________ _______________ _______________ _______________ _______________ _____________ % _______________________________ $ ______________ _______________ _______________ _______________ _______________ _____________ % _______________________________ $ ______________ _______________ _______________ _______________ _______________ _____________ % _______________________________ $ ______________ _______________ _______________ _______________ _______________ _____________ % _______________________________ $ ______________ _______________ _______________ _______________ _______________ _____________ % Other income Please list all other sources of income. Description Annual amount Net or Gross Whose age? Start age? End age? Annual increase (0%–14%) _______________________________ $ ______________ _______________ _______________ _______________ _______________ _____________ % _______________________________ $ ______________ _______________ _______________ _______________ _______________ _____________ % _______________________________ $ ______________ _______________ _______________ _______________ _______________ _____________ % _______________________________ $ ______________ _______________ _______________ _______________ _______________ _____________ % _______________________________ $ ______________ _______________ _______________ _______________ _______________ _____________ % Filing status: Single Married Partners/Other Personal information Spouse/Partner’s name (Last, First, MI) Street address City, state and zip code Email Date of birth (mm/dd/yyyy) Total annual earned income
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The Envision® process - Wells Fargo Advisors · Notes Investment and Insurance Products: u NOT FDIC Insured u NO Bank Guarantee u MAY Lose Value Wells Fargo Advisors is a trade name
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Currently collecting: $ ______________ $ _______________
Expect to collect: $ _____________ $ _______________
Do not include Social Security:
Please choose only one Social Security option per person
Social Security
Other goalsPlease indicate specific spending goals, in addition to your retirement spending goal, that you would like to include in this Envision investment plan (i.e., weddings, education, travel).
Description Annual amount Net or Gross Whose age? Start age? End age? Annual increase (0%–14%)_______________________________ $ ______________ _______________ _______________ _______________ _______________ _____________ %