Consulting and planning

Whether you’re just getting started, comfortable on your way, or want to make sure everything is in place for the next generation, through our LifeSync consulting experience ® We can help you align your values with your financial priorities and in the effort to ensure they stay in sync over time we help you improve the impact of your money.
What is LifeSync?
LifeSync is our consulting and planning experience that can help you synchronize what you want in life with your values and aspirations. Through this process we can create a personal path to help you make more informed financial decisions. It can help you navigate specific financial challenges on your balance sheet, including:
Current and future cash flow needs through scenarios and probability analysis
Wealth transfer, lifetime and charitable donations, and other wealth planning strategies
Manage risk through proper entity structuring for your assets, asset titling, insurance and revenue replacement strategies
Evaluate your business transition options and develop a succession plan
Your options for concentrated position management and executive compensation
The impact of income, inheritance and transfer taxes on your wealth plan
Capabilities and Solutions
Through our access to Wells Fargo specialists, we offer a wide range of capabilities and solutions to complement the LifeSync process.