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.
4 Cornerstones
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 

We'll have a series of in-depth conversations to uncover the details of your financial situation, including strengths, issues and opportunities. As part of these conversations we discuss assets, liabilities, family dynamics, long-term and short-term goals and priorities.
Building your integrated wealth plan
3. Building your integrated wealth plan

We define specific approaches to implement your comprehensive wealth strategy. We incorporate your Envision® investment plan and build coordinated strategies for investments, retirement, estate, tax, education funding, lending, insurance and gifting.

Because your wealth plan may cover many different areas and multiple generations of family members, we coordinate with your other professional advisors as well as the Wells Fargo Advisors Wealth Management Consulting Group to help reach your goals.

Monitoring your wealth plan
4. Monitoring your wealth plan

We regularly measure your progress and adjust as needed so your plan stays in sync with your life and goals. Monthly statements, quarterly performance reports and periodic review meetings keep us up-to-date with any changes in your life.