Planning for your tomorrow today

Our Process

Because your life and the markets change over time, you need an investment plan that helps you know exactly where you stand – now, tomorrow and in the years to come. The Envision® planning process, helps us bring new clarity to your life goals and enhance your confidence in meeting them. 

Taking into consideration lifestyle goals and risk tolerance, our process helps develop a realistic investment plan to enable you to live the life you choose.
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1. Qualify

During our initial meeting, we get to know a little about you and your needs. We introduce our team and our services and then, together, decide if there's a ”fit” and it makes sense for us to move forward together.

2. Discover

Next, we take a collaborative approach and through a series of conversations, uncover the details of your situation. We discuss your long-term and short-term goals and priorities. This discovery allows us to help create a customized investment plan for you and your family.

3. Implement

Next, we define your investment strategy and create your portfolio based on your investment objectives. Managed by Wells Fargo Investment Institute*, your portfolio may include solid blue chip stocks, fixed income and ETFs.

4. Review

We measure your progress and communicate with you to help stay on track by reviewing performance and investment allocations then making adjustments to your plan whenever necessary.
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* Wells Fargo Investment Institute, Inc. is a registered investment advisor and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

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.

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 1,000 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.