eMoney

"Connecting your money to what is important in your life."

Addressing Your Financial Needs

What is important to you? Retirement? Your children's education? Travel? A key element of LifeSync® process is the eMoney Advisor, an industry leading planning tool. eMoney helps you see and think about your money in more deliberate ways. It can help you track progress towards the goals and objectives you really want to accomplish over time.

As your life evolves and changes, I will provide you with the support and guidance you need. The eMoney tool also aligns with your changing needs with two types of planning options: Foundational for more general planning needs and Advanced for complex planning.

Foundational Planning

Helps address questions such as:
  • Can I fully fund my children's college education?
  • Can I buy a vacation home?
  • Am I prepared for market volatility?
  • Am I on track to reach my retirement goals?
  • How might home improvements costs affect my plan?

Advanced Planning

Helps address questions such as:
  • What is the potential impact to my plan to pay for a large expense with cash vs. financing?
  • How can I preserve my assets for my family?
  • Can you help me articulate my wishes for my estate?
Leo Walker

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, DC, GA, HI, ID, IL, LA, MI, MO, NV, OR, SD, WA). 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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