Our process for building your plan

Together, we can help you bring your vision for the future into sharp focus so you can begin to prepare for it. Our process is designed to give you a clearer view of where you stand, where you’re going and how you’ll get there. Let’s build a comprehensive financial plan to identify relevant strategies for moving forward and fully addressing your needs. Here are the steps that outline our process.

Understand

First, we’ll build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. You are encouraged to ask questions, so our team can help address any important issues or concerns that are crucial to your family or business. We’ll also make you aware of our capabilities and explain the services we offer that can help you meet your objectives.

Design

Next, we will analyze what you’ve shared with us in order to design your plan. Our comprehensive approach often involves working with your CPA or attorney to help ensure that all needs are addressed. We then present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.

Implement

With your approval, we will execute your customized strategy using the extensive research and resources available to us through Raymond James. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.

Manage

After we implement your plan, we’ll continually monitor its progress, which is key in helping ensure your goals and investments remain aligned. We’ll provide ongoing reporting of your account activity, conduct regular reviews, and recommend changes as your life evolves and investment opportunities emerge. As well as we know you, it is still important to let us know about any significant changes in your life so we can adjust your plan as needed to help keep you on track.