1.) MEET
Our first meeting is where you talk and I listen, and together we decide if it makes sense to move forward, making sure we’re a good fit.
2.) INFORM
I will go over your tailored plan, and answer any questions, so that every decision you make is an informed one.
3.) MANAGE
I will review the progress of your plan exercising the highest degree of care in the management of your assets.
4.) DESIGN
After establishing a relationship and your needs are understood. I’ll design a plan that’s geared Toward your specific objects.
5.) IMPLEMENT
Your strategy is executed through the tools available to us by Raymond James, our broker-dealer.
6.) REVIEW
I will meet with you at a time frequency you feel is appropriate to review your accounts, also giving us the chance to discuss any new needs or lifestyle changes.
