Our Envision Process
Welcome to LifeSync
Why LifeSync?
LifeSync provides a consistent planning process and a unique connection with our client’s life and their wealth management journey. This experience differentiates you in the marketplace by focusing on helping clients coherently navigate a broad spectrum of money decisions (“advice”) rather than on delivery of individual products and situations.
There are five steps in the LifeSync Experience
01
Understand
What are the things I value most?
02
Plan
How can my money make the most impact?
03
Propose
What are my options and how do they play out?
04
Implement
What is my next step?
05
Revisit
Am I still on track?
How Does LifeSync Work?
The LifeSync experience was designed to help clients answer those typical questions weighing on their minds. What do I want to accomplish with my money? Do I have enough, just enough, not enough, more than enough? Am I on track or off it? What can I do to make my life a little better?
This web experience provides you with different client examples of each of the five steps. Each step will contain guidelines for completion, helpful support content, such as recommended questions, and links to associated tools and resources.
Leveraging robust technology, powerful resources, and expert advice, LifeSync enables you to provide a truly personalized plan that can be revisited over time to help keep your clients tracking to their objectives- and most importantly-to live the lives they’ve imagined.