Let's work together to keep your financial plan on track

A relationship manager at Wells Fargo Private Bank can work with you to create an effective financial plan. This plan can help you gain clarity about your family's financial goals and confidence in how you will achieve them.

Clarity and confidence. Those are some powerful benefits.

Find out more about how Wells Fargo Private Bank can help you put these benefits to work for you in this short video.

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Transcript: Planning Your Financial Journey

Presenter: Chelle Gonzo, Director of Business Strategy, Wells Fargo Private Bank

Good financial planning is often simpler than you think, and the insights you gain can give you confidence to take action toward your most important financial goals.

So — what is a plan? Think about it as a GPS for your goals — it helps you generate a financial road map for reaching a destination that’s important to you.

The first component every GPS needs is a starting point. A financial plan is no different. Defining your current financial reality — your starting point — is a key baseline. 

The second key component to developing your plan is identifying a clear direction. Where are you headed on this financial journey? What’s important to you and your family? 

The third key component of your financial plan is analysis. This involves examining your goals against your timeline and your resources. 

The fourth and final component of your financial plan is advice. In this stage, your advisor will recommend specific actions to set yourself up for success. 

Without regular adjustments, your plan will get stale. Just as your GPS recalculates your routes when you’ve veered off course, your financial plan should adapt to your life’s changes, helping you stay on track. 

These four ingredients comprise a good financial plan, but it’s what you GET from this process that’s priceless: Clarity and confidence. Those are some powerful benefits.  

Building a financial plan begins with a simple conversation. See how our planning process can get you started. 

Call 866-247-2814 to get started.  

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