Wealth planning process

Create your wealth plan

When you work with a dedicated financial professional from U.S. Bank or U.S. Bancorp Investments, you'll have a single point of contact to guide you, backed by a team of specialists to implement strategies. We collaborate with you to design a plan that puts you in control to identify, prioritize and help achieve your goals.

We’ll follow these steps in our proven wealth planning process:

1. Engage with you

We start by determining what's important to you including your financial goals and ideal timing.

2. Design your plan

From there, we design your wealth plan based on your unique goals.

3. Implement strategies

Together, we implement strategies that leverage investments, banking, insurance, and trust services.

4. Adapt to your needs

We monitor your plan's performance and make adjustments to the plan based on your evolving financial goals.

Support for your entire financial life

With the support of your wealth professional and convenient online planning tools, you’ll gain visibility into your complete financial picture.

Insights

 

Work your wealth plan

We make it easy for you to keep track of your complete financial picture.

Wealth planning technology

Financial planning

From saving for education to tax planning and preparing for retirement, learn tips to better manage your financial life.

Browse Perspectives

Financial planning for singles

As a one-person household, your financial equilibrium is in your hands.

Learn more