How we work together

Our process organizes your financial life through four steps:

 

Four-Step Process

 

1.     Initial Meeting: Is there a fit?

We get to know what is important to you and your family. We introduce you to our process and approach, then together, decide if it makes sense for us to work together. 

2.     Discovery Meeting

We clarify your personal dreams and financial goals in detail, document your current situation and begin the planning process.

3.     Strategy Meeting

We introduce your financial strategy action plan and discuss the steps needed for implementation. Our Envision® planning can help you have confidence and clarity in how to get on the right path to meet your future goals.

4.     Review 

Through scheduled review meetings, we update information about your current financial situation and/or changes in your goals. Then we review your plan and recommend adjustments to help ensure you remain on track to meet your goals.
Pittman Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, FL, GA, KY, LA, MD, MS, NC, NY, OH, PA, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.



Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social

© 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

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