Connecting your money to your goals

With the LifeSync® process and their industry knowledge, your advisor can help you measure your progress toward your goals.

It’s no secret that markets move in cycles, historically most often in tandem with the ups and downs of the global economy. Lean years have followed boom years and market bubbles. Recessions have given way to periods of growth, stability, and investment opportunity. Your advisor can help you understand the historical movement of markets and they can recommend financial and investment strategies that aim to directly address your personal needs.

“Investment planning” can sometimes feel impersonal, like you’re receiving cookie-cutter investment or generalized guesswork regarding your financial needs. With our LifeSync process, we make planning interactive by starting with your life and planning your money around it.

The LifeSync process begins by understanding your goals. Your advisor will revisit your goals throughout your relationship and offer guidance along the way.

You likely have thought about short-term and long-term goals you have for yourself. Translating those goals to your money may be easy for some, and more difficult for others.

What jobs do you want your money to do? Discuss these with your spouse, partner, or a trusted advisor to ensure you are making the most impact with your money.

My daughter's five-year plan is to get married to her fiancé and have a destination wedding. She wants to pay off her credit card bills and then put a down payment on a house. it's been her lifelong goal to have that sense of security and to ensure her family feels supported. How can I support her with her goals and retire in seven years?

I am passionate about supporting local businesses and have a dream of opening my own restaurant which partners with local vendors. I want to have enough money to start the business while saving a nest egg if we need to dip into it while we are starting out. If we're successful, I hope to grow the business by opening an additional location.

Now that I have my first grandchild, I'd like to save enough to comfortably retire so I can spend more time with my family. My spouse and I have had a lifelong dream of road tripping across the country once I retire. As we get older, I want to build up a savings fund for medical needs and start a legacy fund to help financially support my children and my grandchild.

Wealth & Investment Management offers financial products and services through bank and brokerage affiliates of Wells Fargo & Company. Bank products and services are available through Wells Fargo Bank, N.A., Member FDIC. Brokerage products and services are offered through Wells Fargo Advisors, a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Member SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.