Planning Process

Our Process:

  1. Establish and define the client-planner relationship
  2. Gather client data including goals
  3. Analyze and evaluate the client's current and future financial dreams and goals
  4. Help develop and present recommendations and/or alternatives
  5. Implement the recommendations
  6. Monitor our progress
Depending on our clients needs we cover some or all of the following planning subject areas:

  1. Cash flow analysis/planning and budgeting
  2. Insurance planning
  3. Employee benefits
  4. Investment planning and implementation
  5. Tax efficient investments
  6. Retirement planning
Our plans:

Envision- http://www.envisionyourgoals.com/ 

VIP- High Net Worth 5 Million to 50 Million- VIP program details

Abbott Downing- Ultra High Net Worth 50 Million plus- https://www.abbotdowning.com/ 

Abbot Downing Provides products and services though Wells Fargo Bank, N.A. and its various affiliates and subsidiaries.

Most importantly we work directly with your existing attorney and/or CPAs'.  We feel like it is important for a client to maintain these other existing relationships, as they should act as a check and balance for each other. We do not offer tax or legal advice.

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