Our Process

We do not know where life will take us.  Planning for the future can help mitigate many of the curveballs and uncertainties that life throws our way.  An integral part of Arya Lane’s process is to initially identify those short, medium and long-term goals through a comprehensive wealth plan and use this plan as a roadmap to guide us as life events occur.  This plan evaluates numerous probability scenarios of reaching those goals given various assumptions and can be adjusted as changes occur.  The end results are recommendations that include investment analysis, estate planning strategies and tax-efficient investing methods. We meet to review these recommendations and make adjustments as needed as part of the long term planning process.

Our holistic process includes:

-Establish the relationship

-Gather the data

-Analyze the data

-Develop the plan

-Implement the plan

-Meet to review the plan



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Wells Fargo Advisors and its affiliates do not provide legal tax advice.