Because life and the markets change over time, you need an investment plan that helps you know exactly where you stand — now, tomorrow, and in the years to come. We’d like to introduce you to a plan that does just that — the Envision® process.

It All Starts With Your Needs

By planning your investments around benchmarks and life events that hold real meaning for you, our Envision® process can connect you to your investment strategy in a refreshing, revealing and personal way. Even better, it can keep you apprised of that most critical of financial questions, “How am I doing?” The Envision® process offers us the tools and technology you need to discuss your life expectations, decide on an appropriate investment strategy, track your progress and re-sync – or rethink – your approach whenever necessary.

Chart Your Progress…Follow Your Dot

The centerpiece of your Envision® investment plan is a personalized benchmark called “the dot.” Instead of tracking your portfolio’s performance against a major standardized index, such as the S&P 500®, we use the dot to monitor your progress toward achieving your life goals. Think of your dot as a personal growth chart for your progress toward your financial goals. By tracking your investment results against the Target Zone rather than a standardized index, you’re in a much better position to answer the question, “How am I doing?”


So Much More Than An Investment Plan

“Investment planning” can sometimes seem like cookie-cutter investment mixes and generalizations. Although it’s better than nothing, it’s impersonal and vague.

The Envision® process does more.

Our process is a life planning tool that helps us work as a team with you to:
  • Explore your life goals
  • Plan your investments around benchmarks that hold real meaning to you
  • Track your progress toward achieving them 
Best of all, it gives us the tools you need to:
  • Decide on an appropriate investment strategy
  • Monitor your progress
  • Re-sync — or rethink — your approach whenever necessary

It’s About You And Your Path Forward

At Wells Fargo Advisors, we’ve built one of the nation’s premier investment firms around a deep respect for planning. Our commitment to helping you plan effectively, invest wisely, and map a realistic course to your future is nowhere more evident than in our Envision® process.
IMPORTANT: The projections of 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. © 2003-2018 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.

You Have Questions

• What can a financial advisor do for me?
• Are my investments performing the way they should?
• What is my next step?
If you have investable assets of $100,000 or more, let's of charge or obligation.

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