Setting Goals & Sticking to Them

What's most important to you? We will sit with you and find out what's most important to you when you meet with us. It's our first step, and this is where the goal-setting process begins. Goals are most relevant when they are emotionally driven, because all of the things that are most important to us stem from a relationship or desired ideal life. At The Doepel Retirement Planning Group of Raymond James, we develop our rapport with our clients by partnering alongside them in order to help accomplish those goals. We're passionate about helping you succeed in all of your goals whatever they may be. We're emotionally vested in your success, and we're here for the long haul.

If goals are so important, why do we sometimes miss the mark? There are three primary reasons we don't achieve our goals:

• The Goal was Unrealistic
• Life Threw an Unexpected Curve Ball
• We Didn't Fully Commit to Following-Through

The Goal was Unrealistic | We're careful about setting realistic goals with our clients, and sometimes setting realistic goals means that we have to alter the way our goal looks. For example, Jane Doe will still have a comfortable lifestyle in retirement, but she'll have to spend a little less than she originally hoped for OR she could wait a little longer for retirement and spend a little more if that's something she really wants. Our analysis of your current scenario will help you determine whether you're on the right track with your goals. Then our discussion revolves around what you need to change, continue doing and/or revise for the future.

Life Threw an Unexpected Curve Ball | It's better to consider the What If now, rather than experiencing the I Wish I Would Have later. Part of our process includes planning for those unexpected events that could change or even damage your goals. Depending on the individual's concerns, we consider emergency funds, insurance needs, legacy planning and asset transitioning.

We Didn't Fully Commit to Following Through | Committing to your goals must be of the utmost importance. We can offer our expertise, services, technology, and guidance, but without your total commitment goals are just wishes.

If you have built castles in the air, your work need not be lost; that's where they should be. Now put foundations under them. – Henry David Thoreau

It is our commitment that we will help you build that foundation. Through planning, research, regular review and the highest level of client service, we believe we can help you achieve your goals.