A financial plan tailored just for you
Since there are many details we’ll address together, we will employ our established process to personalize your financial plan and create a framework for making collaborative decisions – applying our own insights and those of your tax and legal professionals, as well.
Our guidance continues even after we implement your plan. We’ll be here along the way to review the progress of your plan and make any needed adjustments as your life evolves – to help keep you on track and aligned with your goals.
Beginning our relationship
Signing of new account paperwork & forms needed for transferring your accounts, followed by a series of communications introducing you to our office and Raymond James.
Investment process & policy review
Discuss & set expectations, review our investment process discussed earlier and reaffirm commitment to your investment policy.
Service commitment
Walk through services, including online access and cash management tools; set up statement and communications preferences.
Wealth management plan
Review your personalized comprehensive financial plan; reassess and reprioritize your goals if necessary.
Regular Process
Annual Reviews
Review investments and financial plan; access progress and recommended adjustments.
Year-End Planning
Timely planning to help mitigate your tax burden.
