02

Investment Strategy

Approximately 7 days from initial appointment We determine your risk tolerance. We gather data, documents, and statements for analysis. We analyze current investments and develop a financial strategy.

03

Investment Strategy Meeting

Approximately 14 days from initial appointment. We present an investment proposal and discuss fees. We decide to implement solutions and sign documents where needed.

04

Implementing Strategy

Approximately 20 days from initial appointment We transfer existing assets and execute agreed upon strategy.

05

Follow-Up Meeting

Approximately 45 days from initial appointment. We review statements and online resources, organize paperwork, and develop a schedule for future meetings. We schedule our next wealth management meeting.

06

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.

07

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.