A powerful process to surpass your expectations

Online Scheduling Meetings made simple

Book our next appointment with ease. Choose your preferred meeting type at a time and place that works for of us, and you’re all set. Once your appointment is booked, you’ll receive a confirmation email with all the details. Plus, you’ll receive timely reminders leading up to our meeting.

Discovery Meeting

Let’s get to know each other and discuss your goals, concerns, risk tolerance, and any other topics you would like to cover, such as the economy and investments.

Financial Planning

Let’s meet to develop or update a financial plan to help achieve your unique goals, whether that’s retirement, education, travel or significant purchases.

Portfolio Review

Let’s review your portfolio to confirm that it aligns with your goals, time horizons, risk tolerance and address any changes that may be needed.

Check-In

Let’s discuss any general questions you may have or topics you may want addressed. You’ll be able to select the duration during scheduling.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.