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Envision® Scenarios

An extension of Wells Fargo Advisors’ Envision planning process, making it easier for clients and Financial Advisors to collaborate digitally.

Explore Your Possibilities with Envision Scenarios

Ever wonder what retiring early or going on your dream vacation could mean for your financial goals? Find out with Envision Scenarios online.

Envision Scenarios online lets you test drive alternative “what if” scenarios based on your current Envision plan. You can create up to four different scenarios at a time. Within each scenario you’re able to adjust goals, such as retirement age, retirement spending, asset allocation, savings, and income sources. Then you can instantly see how these changes may affect your plan.

Experiment with new scenarios without impacting your existing Envision plan.

See your scenario projection right away and compare it to your recommended plan result.

Discuss your results, and any potential Envision plan changes with your Financial Advisor.

Our Envision process can help you plan your investments around your unique financial goals.

Experience the dedication of a company built on principles and client service. Why Choose Wells Fargo Advisors?

Ready to get started?

To start creating your own customized scenarios, sign on to your Envision plan details using a desktop, laptop or tablet and navigate to Portfolio > Planning.

Your Financial Advisor will be notified of your newly created scenarios and can interact with you online about the changes. They can then respond with an updated scenario using the Envision Scenarios platform to propose changes to your plan.

Want more details? Our Envision Scenarios online guide (PDF) provides detailed directions and images to help you navigate to the tool.