LifeSync is advice – modernized

LifeSync is a comprehensive planning process that equips you with tools and knowledge to help you make intelligent, lasting financial decisions that promote your wealth and well-being.

Step 1: Understand

We start by deeply exploring your values, your aspirations and what keeps you up at night – so that we can closely align the financial strategies and investment recommendations we make to your values and ultimately assign meaning to each dollar.  

 

Step 2:  Plan

Afterwehave gained this comprehensive understanding of your needs,we then tap into the vast resources and financial experts at Wells Fargo Advisors as we create a holistic plan to help you arrive at your unique destination.  This personalized plan connects all of the pieces of your financial life.

Whatever the goal, the planning phase helps you think about your money in more deliberate ways, guiding you toward outcomes that make the most impact based on your objectives. Planning uncovers the complete person, exploring available options, and providing a decision-making framework. we use the firm’s robust technology that enables the aggregation of all aspects of your wealth into a broad-based, full balance sheet plan that aligns with your values and evolves as your life, goals, and interests change.

Step 3:  Propose

The proposal phase brings it all together, and into clear focus. Opportunities that have emerged through the process phase are now explored, and options are provided to help you achieve your goals, whether it’s purchasing a home, paying for college, or starting a new business. Using sophisticated technology with simulated scenarios, we provide you with a financial blueprint that allows you to see the real impact your financial decisions can have on your life.

Step 4:  Implement

Values have been discussed, intentions crystallized, and scenarios explored. Now it’s time to take action. In the implementation phase, we tap into our array of solutions to investment plan just for you.

 

Step 5:  Revisit

Your plan is not a “set-it-and-forget-it” experience. Life happens and you will experience many changes over the course of your life, whether it’s purchasing a second home, losing a loved one or job, selling a business, or welcoming a new addition to the family. Your goals may also change based on these events. It is important for you to make adjustments, as needed, to the overall plan to help ensure it is either still tracking to the original goals, or whether it needs to be adjusted to accommodate new goals or unexpected life events.

 

Working Together

Working together is essential to effective investment planning. To this end, we both need to make your investment strategies a priority. Each of us will agree to keep the other informed of any new developments that might affect these strategies. We will take the time to review your investment plan regularly. We will be honest and forthcoming about your financial situation, working to develop mutual trust, respect, and understanding.

 

 

Planning is not a one-time event – as your life changes and your needs shift, we help update your plan along the way.