Connecting your money to what is important in your life.

Our comprehensive planning process is designed to build confidence in your financial future that enables you to pursue your life’s passions and achieve your vision of the future. Using our sophisticated planning software, we are able to provide you with an in-depth planning experience that helps create a roadmap to help achieve your goals.

Step 1 – Starting the conversation 

During our discovery conversations, we uncover your values, going beyond
your money to explore the human side of what you're trying to accomplish. Our comprehensive evaluation includes understanding your risk tolerance, dreams and priorities, retirement goals, estate investment planning needs, risk management and insurance needs. This in-depth discovery allows us to understand your total wealth management needs.

 

Step 2 – Learning about your situation

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 in your financial journey.

Step 3 – Creating your customized plan

Next, we employ our planning software to help create your strategic asset allocation and investment strategy. We'll also create coordinated wealth management strategies to consider your life and retirement goals, assets, liabilities, cash-flow requirements, levels of acceptable investment risk and asset allocation strategies.

Because your wealth management plan may cover many different areas and multiple generations of family members, we may also coordinate with your other professional advisors.

When you have reviewed your plan and are ready to proceed, we will complete the paperwork, account applications, asset titling and asset transfers to enable us to implement your plan.

Step 4 – Ongoing review of your plan

Our personal approach, timely communication and high level of client service means we are here for you and can talk through any necessary adjustments to your strategy.

We review your plan and can evaluate investment results based on your goals, so you’ll always be able to easily answer the question, ”How am I doing?”

Life is full of events that may impact your financial situation. Some events you look forward to and others you may not. What’s important is that you have a plan in place that our team will guide you through.


* Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.