Plan To Meet Us

As we begin the planning process, here is a helpful checklist for you to use:

The Envision® process

Checklist

Things to bring with you:

o Investment accounts (excluding Wells Fargo

Advisors accounts)

Current statements showing value and positions (stocks,

bonds, mutual funds, CDs, money markets, etc.)

o Bank accounts

Current statements showing value and positions

(CDs, money markets, etc.)

o A list of your other assets

Current statements showing value, if available

(Homes, personal property, rental property, collectibles, etc.)

o A list of your liabilities

Current statements showing value, if available

(Debts, mortgages, loans, etc.)

o Insurance policies

Life, long-term care, etc.

o Social Security information

Statements you may have received with an estimate of

earnings at retirement.

o Current contributions

401(k)s, IRAs, savings accounts, etc.

o Annuity information

Cash flows, income, savings, etc.

o All sources of income

Salaries, pension plans, trust funds, rental income, etc.

Questions I will ask you:

• When do you and your spouse/partner want to retire?

• How much money will you need to live on

at retirement?

• What are your goals?

(travel, new cars, boat, vacation home, etc.)

• Do you anticipate any inheritances?

• How will medical costs impact your plan?

 

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. © 2016 Wells Fargo Advisors Financial Network, LLC. All rights reserved.

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WaterFront Wealth is a separate entity from WFAFN.