As a team of CERTIFIED FINANCIAL PLANNER™ professionals, planning is at the core of who we are and is the crux of what we do. It is the foundation for our investment recommendations and ultimately your portfolio design. Our plans are complete, looking at both sides of your balance sheet, and they include the following components, as applicable:
After our analysis is complete, your plan components will be integrated and prioritized into a comprehensive and personalized action plan, also called your financial operating manual. Your plan will be presented in writing (hard copy or electronic) and will be reviewed in detail with you. If necessary for the implementation of your action plan, we will coordinate with your current CPA, estate planning attorney, and any other trusted professionals. If you’re in need of one of these types of professionals, we’re happy to provide you with referrals. Once the plan has been presented, we will continue to work with you and evaluate progress toward your stated goals.
Investment planning offered through Envision. Financial Planning offered through Naviplan.
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 tax or legal advisor.