Our Commitment

Partnership - We will work with you to achieve your financial goals by taking the time to understand your needs and your goals. We will work collaboratively with you and on your behalf, and will be available any time you have a question, need advice, or have a life update.

Education – Once we thoroughly understand your situation and goals, we will explain your options and the associated risks. When needed, we will consult with Wells Fargo Advisors’ network of experts and affiliates in the areas of estate planning, insurance, and lending. We’ll always be transparent about our fees.

Organization – We will help bring order to your financial life by tracking and reviewing all of your investment accounts, life insurance, estate planning, tax reporting, etc. We will help maintain this structure throughout your career and retirement.

Proactivity – We will work with you to anticipate life transitions and be financially prepared for them. We will develop a plan and action steps to address changes over time, and will regularly track your progress and make updates when necessary to ensure you’re on track.

Accountability – We will help you follow through on financial commitments by working to prioritize your goals, timelines, and regularly reviewing your plan.

Objectivity – We will offer our unbiased opinion and best advice anytime you need to make a decision that affects your financial life. We will be on retainer to consult with you at key decision points.

Consistency – Once a year, we’ll go through an in-depth portfolio review and plan update. This will encompass all of your assets, even those held outside of Wells Fargo Advisors.

_{*Wells Fargo Advisors is not a legal or tax advisor}