As the financial world becomes more complex, careful planning becomes even more important.  As your financial advocate and armed with the clarity of your intentions, values and goals together we will develop a comprehensive strategic plan and commit to its evolution and execution. Change is inevitable; as your advisor I will work with you to review where you are now, where you are going, and help guide you how to best achieve your goals.

 Discovery/ Analysis:  My relationship with you begins with a thorough understanding of your needs, priorities, lifestyle and goals for the future.  Together we will evaluate both sides of your balance sheet; only then will we talk details of investments such as how much risk makes sense or how your portfolio should be allocated.

CREATE:  With an understanding of what is most important to you I will develop a goals based road map aim to help achieve the outcomes you seek.

ACT: I will help you implement the strategies we formulate to address your concerns around your liquidity needs.  I will implement your investment allocations based upon your personal and financial risks, by selecting investment management organizations with style consistency and organizational excellence.  I will work with you to determine the type and amount of insurance solution that is appropriate for your needs.  If you have your estate planning documents, we will periodically revisit with your attorney to make sure it continues to reflect your intentions. If you do not have your estate planning documents or an attorney I can introduce you to one, who will work with you to protect your assets during your lifetime and your beneficiaries afterwards.

Adjust: Achieving your goals requires vigilance and flexibility.  For clients with advisory accounts, I will meet with you to review your investments, recommending timely adjustments as your life evolves, your priorities change and markets and tax law shifts.

In an effort to provide superior service and attention to my current clients, so that each one has the best possible experience; I am selective about the number of households I work with.  I welcome the opportunity to see if I am the right fit for you and your family.  Please contact me at 973-301-8449 or email me at: Rebecca.powell@wellsfargoadvisors.com