LifeSync® is an advice and planning experience that “syncs” a client’s financial objectives with their values and aspirations. It is not just a plan or a piece of technology. It is the branded client experience led and supported by advisors with additional support from LifeSyncprofessionals, the LifeSync-process, and LifeSync-tools.
We would love to help you get started with the LifeSync process today. Learn more about using our LifeSync® in the Wells Fargo Mobile® app to track your progress toward your goals:
Availability may be affected by your mobile carrier’s coverage area.
What is eMoney?
eMoney aligns your assets to the jobs you want them to fulfill with progress towards your success. Your advisor is able to address your probability of success in two ways. The circle graphs at the top of this chart reflect the probability of reaching all of your goals based on your current situation (61%) and with a recommended plan (80%). Below that you’ll see the probability of reaching each of your individual goals.
The charts above are for illustrative purposes only.
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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.
Wealth & Investment Management offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC.
Brokerage products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
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