Understand

We start by listening.

Your advisor will guide you through an open-ended discussion about what and who is important to you

 

Prioritizing your goals.

We help you translate your values, goals, and priorities into concrete items we can build on and plan for.

Capture your financial picture.

 
To understand where you want to go, we first need to understand where you are and what you have achieved financially. In order to be prepared for our first meeting you may gather the following key information which will allow us to have a productive meeting together.


Planning Profile – Summarizes your personal information, goals, income, assets, and liabilities. You are welcome to include any additional information in the notes section. Check it out here.

 
Risk Profile - Designed to help us identify your investment objective by understanding your risk tolerance and investment goals. Results are based on Time Horizon + Liquidity Needs + Financial Priority + Risk Tolerance. Check it out here.


Documents to Bring - Prior to our first meeting you can take a look at our checklist of documents to bring with you. That way if you are ready to move forward, you can leave your financial documents with us in preparation for our next meeting. Check it out here.


Income Planning Worksheet (optional) – A great way to increase the accuracy of your personalized strategy is to complete this worksheet that gathers your monthly income and expenses, both for today and during retirement. This also helps identify any excess income may not have direction, but may better help you achieve your goals. Check it out here.

 
 

Share with us.

Once you have prepared your information you are welcome to share it with us a couple different ways:


Hand Deliver – You can simply share your information with me during our first meeting together, or drop everything off when it is most convenient for you. Just give us a call, and we can coordinate a time that works best.
 

Secure Email – Our secure email tool, Zix, helps us protect your personal and confidential information. The first time you receive a secure email from Wells Fargo Advisors, you will need to create a new password. After successfully logging in; you will be able to receive and send messages securely, while attaching your information. Check it out here.