Personalizing a financial plan specifically to you
Understanding what is important to you and what you are trying to achieve is essential to customizing a financial plan that truly reflects you and your goals – and most important, gives us a way to identify relevant strategies for moving forward. Here are the basic steps we use for building your financial plan.
Services to address all of your priorities in life
With the full range of financial services we offer, we can help you prepare for all the significant events of your life:
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.
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.
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.
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. A key to this step is your involvement and communication of any significant changes in your life.