Committed to Your Future
Herzberg Olsen Wealth Management is committed to listening and understanding clients’ concerns about their finances. We help educate and remove the emotion from investing by developing a living plan that embraces accountability to help clients through market volatility and critical life events.
Live life with confidence—life is too short not to focus on what is most important. With eMoney®we can help you see the possibilities that your money can bring to your life and then design a path to help you obtain those goals.
You’ve worked hard to get where you are in life. As your life evolves and changes, we will provide you with the support and guidance you need. The eMoney® tool also aligns with your changing needs with two types of planning options: Foundation for more general planning needs and Advanced for complex planning.
Live life with confidence—life is too short not to focus on what is most important. With eMoney®we can help you see the possibilities that your money can bring to your life and then design a path to help you obtain those goals.
You’ve worked hard to get where you are in life. As your life evolves and changes, we will provide you with the support and guidance you need. The eMoney® tool also aligns with your changing needs with two types of planning options: Foundation for more general planning needs and Advanced for complex planning.
Foundational Planning
Foundational Planning addresses questions such as:
Can I fully fund my children’s college education?
Can I buy a vacation home?
Am I prepared for market volatility?
Am I on track to reach my retirement goals?
How might home improvement costs affect my plan?
Advanced Planning
Advanced Planning address questions such as:
What is the potential impact to my plan to pay for a large expense with cash vs financing?
How can I preserve my assets for my family?
Can you help me articulate my wishes for my estate?
Exercising my stock options?
Giving to my favorite charity?
1 Wells Fargo and Company and its Affiliates do not provide tax or legal advice.
Based on accepted statistical methods, eMoney uses a mathematical process used to implement complex statistical methods that chart the probability of certain financial outcomes at certain times in the future. This charting is accomplished by generating hundreds of possible economic scenarios that could affect the performance of your investments. Using Monte Carlo simulation this report uses up to 1000 scenarios to determine the probability of outcomes resulting from the asset allocation choices and underlying assumptions regarding rates of return and volatility of certain asset classes. Some of these scenarios will assume very favorable financial market returns, consistent with some of the best periods in investing history for investors. Some scenarios will conform to the worst periods in investing history. Most scenarios will fall somewhere in between.
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