Our Process

After the listening process is complete, we take the information you’ve shared and analyze it in order to design your plan. This step may include collaborating with your other professional advisors such as your accountant and attorney. We will then meet to present our recommendations to you, answer your questions and outline the steps to implement your plan. We will also explain how our services can help make managing your life quite a bit easier.

With your approval, we will execute your custom strategy using the extensive research and resources available to us through Raymond James. We take care to make sure all of the implantation steps are handled flawlessly to minimize operational problems in the future so we can always focus on achieving your goals.

Once your plan is implemented, we will continually monitor its progress relative to your goals and suggest any changes if needed. We accomplish this by staying in touch with you on a regular basis and keeping you informed of progress toward your goals. A key to this step is your involvement and communication because we are always interested to hear about any changes in your life.