Experienced guides will help you
envision your financial journey.
Envision® and Financial Advisory
Helping Clients Stay on Track
Combining goal-based advice with sophisticated statistical modeling, our unique Envision process creates an effective, easy-to-understand method for you to prioritize and achieve important life goals. Ultimately, the Envision process helps you live the one life you have the best way you can, without undue financial sacrifice or overexposure to risk.
To access the Envision process questionnaire, click here.
91% of planholders agree their plan helps them talk to their Financial Advisor about significant life events
95% of planholders agree having an Envision plan helps them feel better prepared for retirement
97% of plan holders agree their plan is personally tailored to meet their unique financial goals
Source: Results are based on a survey conducted online by Versta Research from July-August 2016 among 762 investors with Financial Advisor relationships. Results are not representative of other client experiences or indicative of future success or performance. The Envision process is a brokerage service provided by Wells Fargo Advisors.
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. Envision methodology: Based on accepted statistical methods, the Envision tool uses a simulation model to test your ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation, the Envision tool simulates 1,00 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar to the best periods of history for investors. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC, © 2003-2018 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.