Our Process
Our goals-driven planning process is designed to help bring clarity to your goals so we can build an integrated plan to help achieve them.
1. Starting The Conversation
During our initial meeting, we take the time to get to know you and your family. We'll explore your goals and discuss any concerns you may have. We will introduce our wealth planning strategies and then, together, decide if it makes sense for us to work together.
2. Learning About You
Through a series of conversations we uncover the details of your financial situation. We discuss your long-term and short-term goals and priorities, the roles of your accountant, lawyer, and estate planning attorney and what wealth planning strategies you have in place. This in-depth discovery allows us to understand your total wealth management needs.
3. Creating Your Customized Plan
Next, we employ Wells Fargo Advisors’ sophisticated planning software to help create your strategic asset allocation and investment strategy. We'll also create coordinated wealth management strategies to take into account your life and retirement goals, assets, liabilities, cash-flow requirements, levels of acceptable investment risk. 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.
4. Review your plan to achieve goals
To help keep your plan on track and help you achieve your goals, we will touch base with you to check on progress and make adjustments to your plan to reflect your goals.