Helping you prepare for life’s milestones.
The dynamics of the investment world are becoming more and more complex. That’s why, we believe that sound planning and disciplined investment management can help you grow, manage, and preserve your wealth. The LifeFit Planning Process is designed to bring clarity to your financial life. It aligns your financial life with your real life.
Step 1: Listen 
We begin by really listening to you. We have a sincere desire to learn from you and comprehend your current situation and future financial goals. In addition, we pay close attention to your values, attitudes, needs, and priorities. Understanding these facets is important in building a solid foundation.
Step 2: Integrate
Working with the information you share with us, we develop, model, and test various strategies to meet your objectives. This leads to an integrated investment plan that is customized to your specific needs.
Step 3. Familiarize
Next, we recommend a customized plan. We explain the findings and present our recommendations in understandable language, avoiding confusing technical jargon. We want you to always know what you own, and why.
Once we reach agreement on the appropriate course of action, we will implement the investment plan in an independent, objective, and unbiased manner, always mindful of controlling costs and expenses.
Step 4. Evaluate
We will review, evaluate, and adjust your portfolio as material changes in the markets warrant, with any changes in tax law, or as major life events inevitably occur. If we find the investments are not performing well or no longer meet expectations, then we will make the necessary changes.
At Gallagher Finkenaur Cook Wealth Management Group of Wells Fargo Advisors, your input is essential in every step of the process. That is why we enjoy staying in contact with you. Your investment plan is of the utmost importance, and we want to ensure it is current, relevant, and viable.