A financial plan focused on the future can help you focus on enjoying life today

You lead a rich full life – a life of challenges, rewards, fun and, hopefully, some adventure along the way. Having a clear customized financial plan, tailored to your unique situation, can not only help equip you for your financial journey, it can also help you enjoy more of the experiences life offers you today.

To create your plan, we follow a carefully defined process. In doing so, we help ensure all goals are identified, investments are carefully chosen, and that once the plan is established, there is a two-way channel of communication in place.

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 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. A key to this step is your involvement and communication of any significant changes in your life.