KEEPING YOU ON COURSE TO MEET YOUR GOALS


Leveraging some of the most sophisticated planning tools available today, We utilize the Envision plan as part of our Wealth Management process which helps to provide clarity and confidence about your financial future.

Develop Understanding
At our initial conversation, we learn about you and your family and what is most important to you.

 

Define Major Life Goals
We then discuss your primary goals and dreams for the future.

 

Prioritize Goals
We explore your goals and help you prioritize them.

 

Stress Test Goals
To help determine the strength of your plan, we stress your financial goals by simulating random market conditions over your lifetime.

 

Tailor Investment Portfolios
We create an investment management strategy that will complement your long-term financial goals.

 

Implement Strategies
We will implement your investment strategy by creating an investment portfolio to help you reach your financial goals.

 

Monitor Progress
We track your Wealth Plan's progress and keep you informed of milestones and accomplishments.

 

New Goals & Priorities
We know change is an important part of your investment planning process. When your goals or financial circumstances change, or the markets fluctuate, it's easy to update your plan to account for the changes and measure the impact it has on your ability to reach your goals.

 



IMPORTANT:  The projections or other information generated by the Envision plan 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. The 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.