Customizing a plan for your unique journey

A financial plan is deeply personal because it reflects your life and goals. It’s designed to give you a good idea of where you stand, where you’re going and how to get there. This will give you a good idea of how we’ll work together to design, implement and manage the personalized financial plan we’ll create specifically for you.

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 your plan is implemented, we will continually monitor the progress of your plan 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. Even though we’ve explained our process here in these simple steps, it’s really an ongoing endeavor that evolves as your life does. We would like to know whenever there are any significant changes in your life.