Our planning process is entirely based on your goals. What does this mean for you? It means that your wealth management solutions fall within a carefully curated plan that’s designed around your timeline with an appropriate amount of risk.
With our wealth management knowledge, competitive planning technology, and emotional intelligence, our team helps you see the long-term vision and strategies for getting there.
eMoney® is an investment planning tool that helps track your goals and helps us make decisions by thoughtfully looking at your big-picture plan rather than making quick, ad hoc choices based on short-term factors. This platform is considered best-in-class in the industry, and it helps us create both foundational plans, as well as more advanced plans with complex solutions.
 We start with understanding who you are and what you value most in life. Together, we think through the goals you want to achieve with your wealth. |
 We do what we do best. We develop a plan for how your money can make the most impact and best help you achieve your goals. |
 You get to see the simulations, review the numbers, and make decisions based on the plan we’ve developed. You can see how different scenarios may play out if you vary your time horizon or risk level. |
 With your feedback, we move forward with putting the plan into action. This will often include a wide variety of elements beyond an investment portfolio. For example, your plan may need to account for your estate, business succession, or charitable giving strategies. |
 As your life evolves and changes, we are happy to ensure that your plan reflects that. For especially momentous or unexpected life events, we’ll set up another meeting to discuss what changes should be reflected and how your goals have shifted. |
Wells Fargo Advisor does not provide legal or tax advice.
IMPORTANT: The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.