First Landing Advisory Process
To help our clients build sound, long-term strategies for preserving and enhancing their wealth, we follow a step-by-step advisory process designed to ensure that no opportunities are overlooked, and that all the aspects of your financial life are integrated into the comprehensive plan we develop.
In our first step, we will build an understanding of your current financial situation and future goals, and make you fully aware of our capabilities and the scope of the services we offer.
Next, our team will analyze the information you've shared with us, establish near- and long-term needs, design endowment-style portfolios to help you reach your objectives, and finalize our recommendations. Our team includes a Certified Financial Planner™ professional, a Certified Investment Management ConsultantSM, a Certified Retirement Plans Specialist, and three Accredited Investment Fiduciaries, along with the many financial specialists employed by Raymond James.
After presenting our recommendations to you and making any necessary adjustments, we will execute your customized strategy using the extensive tools available to us through Raymond James.
Once implemented, we will proactively monitor the progress of our recommendations relative to your defined objectives focusing on Absolute Returns, conduct periodic comprehensive reviews, and suggest adjustments to your investment strategy as needed to help ensure you stay on track.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.