We recognize the importance of having a trusted guide who can provide sound financial advice even in the most complex circumstances. If you have a friend or family member who has questions or needs assistance, we are happy to meet with them to answer their questions.
If we determine there is a mutual fit for an ongoing advisory relationship, we will meet with them to get a clear understanding of where they are now and where they'd like to go. We will gather data for our Envision® planning process that’s designed to give them a better perception of their financial situation.
We will present and discuss the results from the Envision planning process. We'll explain any gaps that need to be filled, answer any questions and discuss their current plan and potential next steps.
As a friend or family member of our valued clients, we extend an opportunity to assist them, with no obligation. As you know, we work only with clients for whom we believe we can make a major impact. So, if the relationship is a good fit, we will begin that process. If they do consider switching financial advisors and we're not a good fit, we'll be happy to point them in the right direction for a financial advisor who can work with them more effectively.
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 1,000 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.