A thoughtful process to create your Tailored Financial Plan

A customized financial plan serves as a strategic guide for pursuing and achieving your goals. Our process gives us a well-structured progression of steps to identify relevant opportunities for fully addressing your needs. Here are the basic steps that outline the process we use for developing your custom financial plan.

Connection

First, we will build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We will also make you aware of our capabilities and explain the services we offer that may help you meet your objectives.

Creation

Next, we will analyze what you’ve shared with us in order to design your plan. If appropriate, we might also collaborate with your other professional advisors, such as your accountant and lawyer, to help ensure your financial strategy is aligned with each facet of your life. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we needed to implement your plan.

Execution

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.

Oversight

Once your plan is implemented, we will continually monitor its progress relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. A key to this step is your involvement and communication of any significant changes in your life.