Our Living for Today Process

We deliver a differentiated client experience based on a proprietary process that articulates our definition of wealth management. While our industry is typically focused on investment consulting, our process focuses on all aspects of advanced planning that family’s desire.

Discover

During this process, we will ask you a series of questions to really understand what is most important to you, what you would like to accomplish, and what keeps you awake at night. We will determine where you are now, where you want to be and any gaps or obstacles that stand in the way.

We will challenge you to define and achieve more than you thought was possible and leave you with more clarity about what you want for yourself and those you care about.

PLAN

This truly is the fun part of what we do. We help our clients achieve not only their basic goals, but their lifelong dreams.

* Preliminary Plan
– The Preliminary Plan provides a foundation and framework for us to work together to provide you with confidence in your future direction. This is when we stress test your portfolio and identify any gaps in current strategy to take you from guessing to knowing about your future. This may take one meeting or several meetings. At the end of this process, if we both feel like we should work together, we will prepare the documents necessary to begin implementing your plan.

* Advanced Plan
- The Advanced Plan provides collaboration of ideas with the professionals with whom you are currently working with. What we have found is that most or our clients’ professionals are working in silos, with little or no collaboration. Using our internal professionals and our professional network, we are able to help our clients
make smart decisions with their money. The most common areas of planning we address is tax planning, estate planning, risk mitigation, charitable giving and business advisory.

LIVE

Providing ongoing leadership to you and those you care about every step of the way.
Helping you confidently live your life today, while leaving legacies for tomorrow.

Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.