The Envision® Process

The value of the conversation
The Envision® process


Clarify and Realize your Life Goals

Wells Fargo Advisors’ unique Envision® planning process offers an easy, effective way to identify your highest priority goals and develop an investment plan designed to provide you with the wealth you need to live your life the way you want to.

The centerpiece of your Envision® investment plan is a personalized benchmark called “the dot.”  In addition to tracking your portfolio’s performance against a major standardized index, such as the S&P 500, we use “the dot” to monitor your progress towards achieving your life goals.

Tracking an index lets you gauge market trends and relative performance, but what’s more important is how well your investments are helping you work toward achieving your unique personal goals.

The beauty of the Envision® process is its ability to position your investment strategy around much more than a target dollar figure and to monitor your progress around benchmarks and life events that hold real meaning for you.  Your Envision® plan will take all of the following into account:

  • Acceptable Investment Risk
  • Cash Flow Requirements
  • Retirement Planning Needs
  • Asset Allocation Objectives
  • Life Goals
  • Education Goals
  • Assets
  • Liabilities
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.