Our Planning Process
Through our affiliation with Wells Fargo Advisors, Merkel-Damer Financial Strategies Group of Wells Fargo Advisors has many tools and resources available to help you manage your financial needs as you move from one life event to the next, including a unique investment planning process.
LifeSync®, our approach to support your financial needs
LifeSync helps you sync your finances with your values, priorities, and goals into one cohesive lifelong experience that evolves with you. It’s how we approach advice and planning. Our goal is to provide an experience that empowers you to help you make informed, confident decisions and adjust as your goals and life may change.
There are five stages in the LifeSync experience to help you answer questions most important to you — whatever your journey:
There are five stages in the LifeSync experience to help you answer questions most important to you — whatever your journey:
Step 1: Understand
We listen and ask questions to discover who and what is important to you. This helps you define your values, goals, and priorities.Step 2: Plan
We can create a personalized plan to connect the pieces of your financial life using robust technology to simplify complex planning. Collaboration between you and our team is a key part of fine-tuning the plan to clarify goals and set the stage for the future.Step 3: Propose
You will have choices to make. LifeSync helps you compare your options and make informed decisions with the help of “what if” scenarios.Step 4: Implement
It’s time to put preparation into action. Your plan may include custom solutions and strategies to help you move the needle closer to achieving your goals.Step 5: Revisit
As your life changes — as it inevitably will — LifeSync helps make it easier for you to adjust a plan through actively connecting with our team and access to mobile technologyA modernized approach to advice
Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.
eMoney, our full-service, interactive planning tool, helps align your assets to the jobs you want them to fulfill with progress towards your success. This robust technology elevates collaboration between you and our team and fosters a deep understanding of how you can reach your goals and provides you with the choices, information and action-steps that will help guide you through your journey.
*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.
eMoney Advisor® — Connecting your money to what is important in your life
eMoney, our full-service, interactive planning tool, helps align your assets to the jobs you want them to fulfill with progress towards your success. This robust technology elevates collaboration between you and our team and fosters a deep understanding of how you can reach your goals and provides you with the choices, information and action-steps that will help guide you through your journey.
*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.