The Envision Plan

No matter what stage of life you are in, it is important to be prepared for what your future may hold. Our Envision® Plan process can help you foresee financial circumstances down the road, and suggest the best strategies to use in preparing for what lies ahead.

To view information on what the Envision planning process entails, click here. The Wells Fargo Advisors website shows you how your advisor can guide you through the Envision process.

How does the Envision planning process work?

By combining goals-based advice with sophisticated statistical modeling, our Envision process creates an effective, easy-to-understand method for you to prioritize and work toward achieving your important life goals.*
The Envision process wheel.PNG

Simply put, the Envision Plan helps clients stay on track.

Already have an Envision Plan?

You can now test out different planning scenarios through your Wells Fargo Advisors Online Access and bring your ideas to your next meeting with us! Just navigate to the to the ‘Portfolio tab’ and select ‘Planning’.

Don't have an Envision Plan?

Give us a call to discuss building your plan, or sign into your Wells Fargo Advisors Online  account and view the "My Retirement Plan" tool that offers additional information on planning for your future & allows you to explore different Envision scenarios; you can find it under the ‘Portfolio’ tab, and select ‘Planning’.

*Source: Envision Overview – WFAFN, CAR-0121-02318


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.