By starting with your life and planning your money around it, our team takes a comprehensive approach to developing a plan to meet your unique needs. In charting your course for the future, we use advanced technology and the innovative Envision® planning process to help you enjoy your life today and pursue your goals for tomorrow.
1. Introductions to begin the conversation
At our initial meeting, we'll get to know about your goals and introduce our team and our approach to risk based wealth management to determine if it makes sense for us to work together.
2. Discovery to understand your financial situation
To develop your Envision investment plan, we’ll have a series of in-depth conversations to uncover the details of your financial situation, including strengths, risk tolerances and opportunities. As part of these conversations we discuss assets, liabilities, family dynamics, short-term and long-term goals and priorities.
At our initial meeting, we'll get to know about your goals and introduce our team and our approach to risk based wealth management to determine if it makes sense for us to work together.
2. Discovery to understand your financial situation
To develop your Envision investment plan, we’ll have a series of in-depth conversations to uncover the details of your financial situation, including strengths, risk tolerances and opportunities. As part of these conversations we discuss assets, liabilities, family dynamics, short-term and long-term goals and priorities.
3. Building your integrated wealth plan
Utilizing your Envision plan, we’ll build coordinated strategies for your investment, retirement, estate, tax, education funding, insurance and gifting needs. In addition, we have access to a broad range of lending products and services through Wells Fargo affiliates.
Because your wealth plan may cover many different areas and multiple generations of family members, we often coordinate with your other professionals, such as CPAs and attorneys, to help reach your goals.*
Utilizing your Envision plan, we’ll build coordinated strategies for your investment, retirement, estate, tax, education funding, insurance and gifting needs. In addition, we have access to a broad range of lending products and services through Wells Fargo affiliates.
Because your wealth plan may cover many different areas and multiple generations of family members, we often coordinate with your other professionals, such as CPAs and attorneys, to help reach your goals.*
4. Reviewing your wealth plan
We will measure your progress and adjust as needed so your plan stays in sync with your life and goals. Monthly statements and quarterly performance reports provide you with a snapshot of your investments. Our review meetings keep us up-to-date with any changes in your life.
We will measure your progress and adjust as needed so your plan stays in sync with your life and goals. Monthly statements and quarterly performance reports provide you with a snapshot of your investments. Our review meetings keep us up-to-date with any changes in your life.