Building A Trail designed to get you there
Where do you want to go in life? We’d like to talk about the goals you have and the future you envision. Here are the steps we’ll follow to build your trail.
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For our first meeting together, we ask you to bring in your favorite photograph. Don’t worry about the financial documents, bank statements and tax returns. We want to hear you describe what’s in the photo, why it means so much to you, and why you chose to bring it in. It gives us insight into what's important to you. And, by the way, we’ll show you our favorite photos too.
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We use proprietary planning software from Raymond James called Goal Planning & Monitoring to help you see your life ahead on paper. Used in conjunction with our deep planning experience, it can help align financial decisions with your retirement and other goals – and help us ensure that our strategy for pursuing them is well defined.
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With your approval, we will implement your plan and build out your portfolio. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
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Once we implement your plan, we will continually manage its progress and suggest any changes we think are needed as time goes on. A key to this step is to always let us know of any significant changes in your life.
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.
