Planning for today, tomorrow and the future
Drawing on the knowledge and skills of each team member our team helps to build your assets today, manage your wealth for tomorrow, and help transition your legacy to the future.
Step 1. Understand
The first step in our process is to understand what your goals are, who and what you are investing for, and when you need your money. The Shannon Ryan Wealth Management Group creates wealth planning strategies that help support you and your family today, tomorrow, and into the future. We start by asking questions about you and your financial needs. We explain our approach and then together, we decide if it makes sense to move forward.
Step 2. Plan
The next step is for us to consider your financial situation and analyze the details you have provided, including reviewing your assets, liabilities, and other financial information so we can get a clear understanding of where you are in your financial journey. We design your personalized wealth plan using our advanced planning tools.
Step 3. Propose
We meet and discuss your choices, provide you with information and considerations, and outline a strategy that works to integrate all of the pieces of your financial life into a thoughtful wealth plan.
Step 4. Implement
Next, we go to work putting your plan into motion and implementing the tailored investment strategies outlined in your plan. Your strategies will align your assets to the goals you want to fulfill.
Step 5. Revisit
Based on how often you’d like to meet, we review progress towards your goals and make any adjustments based on changes to your life or goals.
“When we recognize our emotional pain, barriers, and deep beliefs about money, money does not change; how we react and interact with it does.”
— Shannon Ryan
Learn About our Comprehensive Wealth Services
Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state. Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.