Envision Process

The Envision® process is designed to help you live your life the best way you can, without undue financial sacrifice or overexposure to risk. 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. The Envision process does just that.

By planning your investments around benchmarks and life events that hold real meaning for you, the 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?"

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 1000 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 in 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.

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