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Personal Financial Management

Living the Life You Want

Our personal wealth management advisors believe it’s not just about money—it’s about your entire life. Money is just fuel for living the life you want, and living richly means something different for each person.

That’s why we’ve reinvented wealth management: We believe money should serve you and not the other way around. We call it Personal Financial Management. It will change the way you think about money—one decision at a time.

3 Steps to Living the Life You Want

Personal Financial Management follows a simple, three-step process:

Ic number one

Understand What’s Important to You

Our digital discovery process helps you gain an understanding of what’s important to you. We’ve created a unique set of diagnostic tools - like MoneyMind that help you clearly articulate your intentions, goals, preferences, and priorities, so your money is working toward the life you want. This helps us deliver a completely personal level of personal wealth management guidance and advice.

Ic number two

Implement Your Plan

Once your wealth management advisor has a clear understanding of what you want your money to accomplish, we help identify the trade-offs you are willing to make to achieve the life you want to live. What you determine with your advisor is used to create an individualized financial plan that is aligned with your priorities. Your financial plan is presented as a consolidated, dynamic view of your financial life.

Ic number three

Engage on Your Terms

Life is unpredictable. Our wealth management advisors believe that success comes when you engage regularly to adapt your plan as life unfolds. Our process helps you make financial decisions with confidence that are always relevant to your current circumstances and expectations.

We Help You Invest In What Matters To You

We apply the same client-first thinking to investments. We tailor investment solutions around your specific needs and preferences. We will use our guidance-driven investing model to create a unique investment portfolio that is right for where you are in life now with the goal of having results you expect throughout your lifetime.

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Additional Services to Help You Live The Life You Want

You need more than an advisor who focuses solely on your investment performance. You need someone that can help you make the right choices around every part of your financial life. Our Extended Financial Services give you and your financial advisor access to a range of options for every aspect of your financial life.

Explore Our Extended Financial Services

More Than 240 Financial Advisors In 100 Offices To Serve You

Find your local advisor and plan your financial future. With more than 240 financial advisors across 30 states and 100 offices, we can help you implement a financial plan tailored to your personal goals.

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