Our Process to Engage and Work With New Clients

1

Introductory Meeting

  • In-person or phone meeting time for us to learn about each other
  • Identify your goals, values, dreams, special concerns or challenges

2

Fit Decision

  • By phone, a few days after introductory meeting to determine if we want to take the next steps
  • If yes, move forward with detailed data gathering

3

Discovery

  • In-depth conversation to understand your current circumstances
  • Review current statements and discuss risk tolerance, time horizon, liquidity needs
  • Begin the Envision® plan process

4

Strategy Recommendations

  • Review your proposed investment strategy and initial Envision plan
  • Upon agreement, open new accounts and transfer in assets
  • Implement investment strategy

5

New Client Welcome

  • Review first statements 
  • Confirm individual account instructions and communication preferences
  • Address any additional questions

6

Your Comprehensive Investment Plan

  • Examine full-balance sheet
  • Trust and estate planning strategies
  • Special needs and elder care planning
  • Charitable giving
  • Business succession strategies

7

Ongoing Services Support

  • Stay connected
  • Monitor goals and priorities as life events unfold
  • Update your investment strategy/Envision plan as needed



Please Contact Fran Watson

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, DE, FL, ID, IL, MA, MN, MO, NC, NJ, NY, PA, SC, TX, VA, VI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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