We start with your life and plan your wealth around it.
Every family has their own unique financial situation. We take a comprehensive approach to planning that considers your risk tolerance, time horizon, income, assets, liabilities, and your distinctive situation. To help make informed decisions, we draw on the knowledge and experience of each member of our team, along with the extensive resources available within Wells Fargo Advisors, to coordinate our recommendations with your plan.
Getting to know you
Everything begins with you. The goal is to engage and immerse you in the process. It all starts with a conversation. We want to learn about you, your family, your work life, and personal life. We strive to focus on not only your goals, but your fears or concerns as well.
We focus on understanding your:
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Dreams and priorities
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Fears and concerns
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Risk tolerance
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Assets & liabilities
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Sources of income and cash flows
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Liquidity needs
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Retirement goals
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Estate investment planning needs
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Risk management and insurance needs including, life, long-term care, and disability
A modernized approach to advice
eMoney Advisor® — Connecting your money to what is important in your life
eMoney, our full-service, interactive planning tool, helps align your assets to the jobs you want them to fulfill with progress towards your success. This robust technology elevates collaboration between you and our team and fosters a deep understanding of how you can reach your goals and provides you with the choices, information and action-steps that will help guide you through your journey.
*The projections or other information generated by eMoney regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.