Our planning process


When you work with us, the conversation starts by exploring your big-picture plans and goals. We will help you prioritize your goals for the future and map out a financial course to help you achieve them.


“Investment planning” can sometimes seem like cookie-cutter investment mixes and generalizations. We work together to explore your personal goals so we can customize our planning approach to your specific situation while planning your investments around benchmarks that hold real meaning for you.


We recommend a plan (including an asset allocation) that supports your objectives and that aims to help enhance your money’s impact.


Once we agree on executing your plan, we utilize our network of resources and our knowledge to help keep you on track toward the future you’re planning.


We believe in forming plans with flexibility in mind, so we can easily review and update your plan once your goals or circumstances change.

Our team approach

Your relationship with our team is built on a full understanding of your financial needs and objectives. As we work with you to create a fully integrated and personalized investment plan, we will draw on our extensive pool of knowledge and insight gained from decades of experience working with a broad range of wealth management needs.

When you have a concern or question, you’ll receive the timely attention and high level of service our clients have come to expect. On any given day, no matter who you speak with, every team member is well-informed and well-versed on your specific situation and needs.

We value our clients and strive to deliver highly customized financial strategies with high-touch service. Our team is available on our clients’ time, not the other way around. We collaborate with accountants, attorneys, insurance experts, and other partners to ensure a comprehensive approach to helping achieve client goals. 

Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.

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