Collaborative Planning Process

Clarity. Confidence. Structure.


Our collaborative planning process is designed to provide you with the clarity that comes with knowing that you have your arms around all aspects of your financial matters; the confidence that you've identified your financial priorities and goals and the structure to keep your plan up-to-date and in sync with your life.

1) Qualify

At our initial meeting, we'll get to know a little 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 work together.

2) Clarity

Through a series of conversations, uncover the details of your financial situation. We discuss your long-term and short-term goals and priorities, sources of retirement income, investments, cash flow needs, as well as your current wealth transfer, family security, tax efficient, and philanthropic strategies. This thorough discovery allows us to help create a personalized plan for you.

3) Structure

Next, we define a strategic asset allocation for your investment strategy using our Envision® planning tool which helps build your investment portfolio around your real-life goals, dreams and needs.

4) Confidence

We take the steps necessary to put your plan in place. We will coordinate strategies for your entire investment plan including investments, retirement, wealth transfer, tax efficient investing 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.

5) Progress Sessions

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.


“Working with families, businesses and institutions to deliver your financial win, and build a plan to actually achieve it.”




Wells Fargo & its affiliates do not provide legal or tax advice. Please consult your tax and legal advisors to determine how this general information may apply to your own specific situation.