Wells Fargo 2015 Annual Report Download - page 13

2015 Annual Report| 
Building confidence
when ‘it isn’t easy
to talk about money’
Paulette and Chris Drake
Retirees Paulette and Chris Drake
live on a fixed income and realized they
needed help budgeting. They knew online
tools were an option, but entering their
financial information on a website they
weren’t familiar with was a concern.
Enter Personal Banker Julian Salazar,
who met with Paulette and Chris at their
local Wells Fargo in Portland, Oregon.
He introduced them to a Wells Fargo
online tool to help the couple track
their spending.
“Julian took the time on that first
visit — and subsequent visits —
to answer my questions,” Paulette
said. “I loved that he really listened
to me and made me feel comfortable.
That’s so important, because it isn’t
easy to talk about money.”
Julian found it easy to connect
with the Drakes because he, too,
uses Budget Watch, part of Wells Fargo’s
free online tool My Money MapSM.
Having moved to Portland for better
Paulette Drake
medical care for his young son,
Julian said the tool has helped
his family manage its money
more eectively.
Once they gained confidence
using Budget Watch, the Drakes set
budgeting goals and said they found
it easier to manage transactions online.
A year later, Paulette said, “It’s taken
a lot of pressure o of me because
I don’t have to manually calculate our
budget and save every receipt. Along
with Julian’s guidance, it’s helped ease
our financial concerns.”
Because they’re now tracking their
spending online, they say they’re
more confident about the future.
Julian checks in with the Drakes
each quarter to discuss their financial
goals and how they’re doing. He said,
“I’m just glad the Drakes benefit from
our guidance and online tools.”
Learn more at wellsfargo.com/stories.