Our Process

Six steps to work to build a solid plan

Once you’ve set up a meeting with one of our team members, we believe you will feel comfortable and welcomed. We have a comprehensive process that allows us to get to know you and serve you. Our six-step Holistic Investment Management Process aims to help you achieve your financial goals, and then some. Here are the steps we take to get you there.

Step 1: Discovery
~ Getting to know you.
~ Helping you learn about us.

Step 2: Defining your goals
~ Short-term goals.
~ Long-term goals.
~ Uncovering your financial why.

Step 3: Current finances
~ Gathering financial data.
~ Uncovering your risk tolerance.
~ Gaining knowledge on past investments and any preferences you may have.

Step 4: Analyzing financials
~ We do the analytical work using our firm’s tools, such as Envision, to find strengths and weaknesses with your portfolios.
~ We crunch numbers to develop a plan specifically tailored to what you told us your goals are.

Step 5: Presentation
~ Present our findings.
~ Confirm the plan and investments for your portfolio.

Step 6: Review
~ Continuous monitoring of your advisory accounts.
~ Communication, as needed, to help make sure you are on track to meet your goals.

Schedule your complimentary consultation with our team today!
Our Location

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (OH). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

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