We have a 7-step process to build a customized total wealth plan that communicates tax, legal, and long-term personal and family goals. Our process includes reviews for a plan that is dynamic and adaptable to your goals and needs when they change.
Develop Wealth Management Plan
60 - 90 Days from initial appointment We coordinate with your other advisors (e.g. attorney and CPA). We plan for your retirement and consider education planning strategies. We provide and review insurance and liability management through Wells Fargo affiliates.* We assist with business succession planning, address any charitable giving missions, and discuss estate planning strategies and family dynamics.
Scheduled Process Review
We host performance and investment reviews to review your wealth management plan. We perpetually evaluate our service and ask about life changes, needs, and objectives. We continue with insurance and liability management through Wells Fargo affiliates.*
*Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.