Your goals for the future are unique, and achieving them requires a customized plan. We understand that. When we create your financial plan, we'll take the time to get to know you and your vision for your future. Once we understand your goals and values, we'll begin developing your financial strategy. It's a four-step process that is fully supported by the resources of Raymond James.
Understand
First, we'll build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. 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. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We 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
Once we implement your plan, we continually will 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.
