Working together on what’s important to you
Our thorough approach helps ensure we are developing a comprehensive financial plan tailored to each individual client, one that addresses every aspect of their financial lives. It involves meeting with clients and their families, discussing their financial goals and dreams, and putting together and presenting their financial plans as we run the many different financial scenarios.
To complement our own planning experience, we use sophisticated Goal Planning & Monitoring software from Raymond James to help align financial decisions with our clients’ visions of retirement and other highly personalized goals. It helps us ensure that their goals and our strategies for pursuing them are well-defined.
At any point, we may meet with our clients’ CPAs, attorneys, real estate professionals, business partners, family members, accountants, and other key relationships and professionals to ensure we are all working together as a team to produce the financial strategies to serve our clients at the highest and most personal level.
The client experience evolves over time and every situation is different, but all clients benefit from our repeatable process where we:
- Ask questions to uncover interests and diligently listen to the answers to gain a good understanding of you, your situation and your aspirations
- Offer recommendations and review them with you to determine which best serve your situation
- Educate in a way that enables you to learn and apply the answers to your own life
- Implement, execute decisions and support you throughout each transition
The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.
