Building a financial plan that’s tailored to you

A customized financial plan serves as a “how-to” for pursuing your goals. Our process gives us an orderly way to identify relevant strategies for moving forward and fully addressing your needs. Here are the basic steps that outline the process we use for building your financial plan.

Understand

First, we’ll build a deep understanding of what things in life mean the most to you and determine how we can enhance those priorities through your financial plan. 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 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.