LifeSync

  • "Sync" your financial objectives with your values and aspirations.
  • A tangible plan that evolves as life changes.
  • LifeSync is more than a plan; it's advice for life.
Transcript

Your Life. Your Money. In Sync.

5 Steps in the LifeSync Experience

Man and son on beach

1: Understand

What are the things I value most?

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Financial Advisor meeting with clients

2: Plan

How can my money make the most impact?

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Couple reviewing information on tablet

3: Propose

What are my options & how do they play out?

Couple walking on beach

4: Implement

What is my next step?

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Farm

5: Revisit

Am I still on track?

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The Value of LifeSync

Personal - Connects meaning to money, going beyond just dollars and cents
Alignment - Helps to answer the questions that pertain to the things most important to you, and then make informed decisions that are aligned with your values and goals
Guidance - Provides guidance tied to the most important moments in your life
Exploration - Examines scenarios and outcomes based on your individual circumstances at that moment in time
Ongoing - Helps equip you with a tangible plan that evolves as life changes

eMoney® Planning Tool

LifeSync® creates the clarity you need to bring your plan to life, and eMoney® is the planning tool that provides you with the choices, information and action steps that will help guide you to the future you imagine.

eMoney®

Connecting your money to what's important in your life.

team

Your Life. Your Money. In Sync.

We create a personal path for each individual, helping you make more informed and intentional financial decisions. The process is consistent, but the experience is unique to you.

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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