We believe the key to successful family wealth planning is building a strong financial foundation for the future. Our first step is understanding your vision.  What do you want your money to do? 

1)  Starting the Conversation

At our initial meeting, we’ll take the time to listen and learn about you. We have a conversation to get to know about you, your family and your wealth management needs. We introduce our process and approach, then together, decide if it makes sense for us to move forward.

2)  Learning About You & Your Family

We meet and take the time to uncover the details of your financial situation. We take a full balance sheet approach. We discuss your long- and short-term goals and priorities, sources of retirement income, investments, cash flow needs, as well as your current estate and legacy, family security, tax, and philanthropic strategies. This thorough discovery allows us to present a personalized plan for you and your family.

3)  Creating Your Wealth Plan

Using Wells Fargo Advisors Envision^® planning tool, we define a strategic asset allocation for your investment strategy investing in a mix of stocks, bonds and ETFs.  We also coordinate strategies for your entire wealth plan including retirement, estate, tax efficient strategies and insurance. Because your wealth plan may cover many different areas and multiple generations of family members, we may also coordinate with your other professional advisors.

4)  Staying on Track

We work together to measure your progress and communicate regularly with you to help you stay on track.  We believe this ongoing dialogue is what makes a real difference in your financial life. If your goals or financial circumstances change, or the markets fluctuate, we update your Envision plan to account for the changes and continue to monitor your progress along the way.

“We work through a collaborative process to translate your goals for the future into an actionable plan.”

Wells Fargo Advisors is not a tax or legal advisor.