The Envision® Plan

Combining goals-based advice with sophisticated statistical strategies, our Envision process creates an effective, easy-to-understand method for clients to prioritize and plan for important life goals.

A recent study of Wells Fargo Advisors clients with Envision Plans of Record (POR) showed those clients agreed that their plan:

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their plan is personally tailored to meet their unique financial goals
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agree having an Envision plan helps them feel better prepared for retirement
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their plan helps them talk to their Financial Advisor about significant life events

To view information on what the Envision planning process entails, click here. The Wells Fargo Advisors website shows you how your advisor can guide you through the Envision process.

SOURCE: Results are based on a survey conducted online by Versta Research from June 5-June 22, 2019 among 457 Envision clients with Financial Advisor relationships. Results are not representative of other client experiences or indicative of future success or performance. The Envision process is a brokerage service provided by Wells Fargo Advisors.

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, 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. Other will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between.