Raymond James: Our dedicated partner
Our Onboarding Process
To properly build your financial, our team has developed a defined process – a guide to keep everyone on track. This framework helps us uncover all the details of your financial picture while bringing your financial goals and objectives into focus.
Meet and Greet
Let’s meet to learn more about you and your financial situation. During this time, we hope you learn more about our team and how we work with clients.
Discovery & Planning Meeting
We will work to discover everything financial about you. We then take this information and present you with your customized financial and investment plan.
Onboarding
Once you commit to moving forward with our team, we will work you through our detailed onboarding process; from transferring and investing your assets to getting you up on our online systems.
Reviews
As frequently as you need, we will work with you to review the progress of your financial plan, always promising to maintain an ongoing dialogue.
