Purpose Driven Wealth Management Process

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Envision® Planning Process

Our planning process is designed to help bring clarity to your financial life. It helps you align your financial life with your real life. As we work together, we will explore your life goals, plan your investments around benchmarks that hold real meaning and you can track your progress toward them.


Step 1. Starting the conversation

  • We uncover the details of your financial life and discuss your long-term and short-term goals

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Step 2. Learning about your situation

  • Gather information and details of your current financial situation.

Step 3. Creating your customized plan

  • Strategic asset allocation

  • Risk management strategies

*Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns.


Step 4. Dealing with change

  • Personal approach and high level of client service

  • We are here to talk through any necessary adjustments to your strategy

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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 tothe 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 entity and is not directly affiliated with Wells Fargo Advisors.