Envision®
Helping Your Clients Achieve the Life They Want, One Goal at a Time.
The Envision® program acts as an ideal resource for financial professionals looking to expand their services and retain key client relationships by proactively creating a variety of long-term investment scenarios.
This innovative investment planning process helps advisors identify and prioritize their clients’ financial and life goals.
Combining goals-based guidance with a powerful statistical modeling technique, the Envision process creates an easy-to-understand plan that helps clients achieve their most important objectives.
It begins with a conversation between you and your client. To help facilitate communication and comprehension, we’ll provide our unique Envision Priority Cards that you and your clients can use to visually map out any number of scenarios.
Once you’ve identified assets and clarified and prioritized financial goals, the Envision process helps financial professionals generate a comprehensive plan of action to pursue each objective, endeavoring to keep your client in the “target zone” of their lifestyle goals. When change happens you’ll be able to easily adjust your client’s profile to compensate for marriage, divorce, medical costs, and the like.
Incredibly flexible, the Envision process also lets your client “try on” additional goals or scenarios, showing how each will affect their ability to reach their financial objectives.
Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC © 2002-2012 Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC - U.S. Patents 7,562,040, 7,650,303, 7,765,138 and 7,991,675 - Other international patents approved and pending. All Rights Reserved. Wealthcare Capital Management, Inc. & Wealthcare Capital Management IP, LLC are separate entities and are not directly affiliated with First Clearing, LLC.
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. Other will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between.
Envision® is a registered service mark of Wells Fargo & Company and used under license.
Testimonials on this website may not be representative of the experiences of other clients and are no guarantee of future performance or success. First Clearing, LLC is a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. This website is for broker-dealer and financial professional use only. First Clearing Correspondent Services does not provide services to the general public.