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  • Your values
  • Your priorities
  • Your risk tolerance
  • Your retirement goals
  • Your estate investment planning needs
  • Your risk management needs
  • Your insurance needs

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  • Based on your goals
  • Based on your current finances
  • Advisor will “stress test” your portfolio
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  • Advisor allocates your investments
  • Strategies appropriate for you
  • Use of industry-leading technology
  • Based on advisor’s expert planning knowledge
  • Aimed at your “Target Zone”
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  • Plan changes as your life changes
  • Plan changes as markets fluctuate
  • Remains focused on your goals
  • Easy to follow online

How am I doing?

You don’t have to wonder how your portfolio is performing with the Envision process. After your Financial Advisor allocates your assets based on your plan, you can easily follow your progress. By accessing your account online, you can see a simple chart that tracks your “dot,” which moves based on the value of your investments. If your dot is outside your Target Zone, we can work with you to adjust your investments or your goals to move it back inside. 

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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 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. © 2003-2019 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.