Envision® Process

The Envision® process offers you an effective way to identify your highest priority goals and develop an investment plan designed to help provide you with the wealth you need to live your life the way you want. Instead of tracking your portfolio's performance against a standardized index, such as the S&P 500.

  • Identifying what is important in your life and helping you prioritize your financial goals 
  • Coordinating and integrating cohesive solutions for all your financial affairs including wills, insurance and tax strategies 
  • Creating a well-balanced, diversified portfolio based on your objectives, risk tolerance and investment time horizon 
  • We can meet and together review your plan and update as needed.
Wells Fargo Advisors is not a legal or tax advisor.

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 rsults 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.