Our process will help keep you on track so you always be able to easily answer the question, “How am I doing?”

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Getting to know you

Our first meeting has a simple agenda:  we get to know each other and determine if there is a good fit. We learn about you and your personal situation and discuss your concerns and your goals for the future. We share information about our team, our process-oriented discipline, and answer any of your questions.  

Our goal is to gain your trust and confidence so we can help you plan for and achieve your future hopes and dreams.


Discovering your goals

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.

Financial Advisor showing client information on a tablet

Building your plan

Next, we present our recommendations.  Combining Wells Fargo Advisors’ Envision® planning technology with our planning expertise, we provide you with an assessment of your complete financial picture.

Your Envision plan documents your goals and monitors your progress toward reaching them.


Monitoring your progress

Planning is an ongoing process. We meet with you to review and adjust your plan, so it stays up to date and in sync with your changing life. 

If your goals or financial circumstances change, it’s easy to update your Envision plan and measure the impact on reaching your goals. By tracking your ongoing investment results against your Envision “Target Zone,” you’ll always be able to easily answer the question, “How am I doing?”

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.

Contact us to discuss your investment planning needs at 903.893.6644.