A customized financial plan serves as a how-to for pursuing your goals. We use a proactive, well-planned process to fully address your needs and stay on top of all financial matters.

Understand

Getting to know you is something we personally enjoy doing, but it serves a greater purpose. The way we figure it, the best way we can help you arrive at the future you envision is to see where you are today, as a person and an investor. So, we’ll build an understanding of your personal goals, current financial situation, investment experience and risk tolerance.

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 will 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 and manage its progress relative to your defined objectives and suggest any changes 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.