Planning Matters

The eMoney planning process

Life is full of changes, both positive and negative. World events inspire euphoria and despair. Markets bounce up and down. In the midst of unpredictability, an investment plan can provide foundation and clarity.

An investment plan can help you track progress and feel confident about where you stand in relation to your financial goals. We employ the eMoney process to help our clients plan effectively and map a realistic financial course to the future.

eMoney is a life-planning tool that provides a structure for:

Understanding our clients’ goals
Planning investments around benchmarks that hold real meaning for our clients and their goals
Identify and implement adaptable strategies to align with the plan
Re-visit — or rethinking — the approach whenever necessary

If you would like to learn more about the eMoney planning process, give us a call at 844-925-0888 or set up a consultation.

Foundational and Advanced Planning – addressing your financial needs…

Foundational Planning addresses questions such as:

Can I fully fund my children’s college education?
Can I buy a vacation home? Am I prepared for market volatility?
Am I on track to reach my retirement goals?
How might home improvements costs affect my plan?

Advanced Planning addresses questions such as:

What is the impact to my plan to pay for a large expense with cash vs. financing?
How can I preserve my assets for my family?
Can you help me articulate my wishes for my estate?

Can you help me understand the tax outcomes of:

Exercising my stock options?
Giving to my favorite charity

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Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AR, AZ, CA, CO, CT, DC, FL, IA, ID, IL, KS, KY, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, RI, SC, TN, TX, UT, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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