Overview of the Wealth Management Process

Data Gathering

We will ask you to gather specific items for your client profile. We will review your information and discuss the specifics of your personal and financial goals. This also includes a conversation about mutual expectations for working together.

Investments, Retirement, and Cash Flow

We will analyze your current investment holdings and make recommendations on how to better allocate your accounts. We will also discuss planning for your retirement, including re-creating your paycheck in retirement, and any other goals you which to accomplish. We will discuss your current cash flow plan and make recommendations on how to become more efficient.

Protection Planning

We will review the protection you currently have in place, identify any gaps, and pinpoint areas you may need to improve on. This will include reviewing your estate plan and various coverages for life, disability, long term care, and auto/home insurance.

Implementation

The most important part of the process is getting your plan implemented. We will create a specific to-do list and work with you to help complete this in a timely manner.

Planning Process Review

After your plan is in place, we will check in to discuss any outstanding items, answer any questions you may have and ensure you are able to view your account information and statements online.

Meeting Schedule

After the initial planning process, we will work with you to set up periodic reviews to ensure you are staying on track to reach your goals. In addition to these meetings, you can call or email us anytime if you have questions or need advice on a specific topic.



Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.