A FINANCIAL PLAN
TAILORED TO YOU

A customized financial plan serves as our blueprint for pursuing your goals. Our process gives us an orderly way to identify relevant strategies for moving forward. Here is an outline of the process we use for building your plan.

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