Getting To Know You
- Get to know you personally
- Understand what matters most to you
- Clarify your Vision, Values, Goals and Concerns
You will share in a relaxed and comfortable environment, what you have been doing, where you stand currently and how you want your future to unfold.
1) Determine how your resources can best support your life goals;
2) Test various scenarios in Envision® to identify which strategies are most appropriate for you;
3) Explore ideas to ease your concerns and manage risk appropriately; and
4) Create and implement a plan that gives you the best chance of turning your vision
into reality.
Once we set the foundation of your plan, we have regular conversations to keep you informed about your progress. When necessary, we recommend appropriate adjustments to your strategy. As your advisor, we strive to provide confidence for you and your entire family.
Important: The projections or other information generated by the Envision analysis 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 historial risk, 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. @ 2003-2021 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entitty and is not direcly affiliated with Wells Fargo Advisors.