Keeping track

of your wants and needs


A planning mindset focused on your goals helps ensure we are comprehensively addressing all of the financial needs that matter to you. Our Goal Planning & Monitoring tool, an innovative financial planning software solution from Raymond James, helps visualize where you are on the path to reaching those life goals, and tracks the progress of your financial plan each step of the way.

We’ll identify and enter your goals to assess appropriate asset allocation targets, spending or savings rates, and the probability of achieving those goals – and then share the results with you. Your goals as well as your needs and wants are displayed in a straightforward manner using our financial planning software and we will carefully review your results and make any necessary adjustments.

Click here to get started and print the Retirement & Financial Planning Checklist.

This image is reproduced from the Goal Planning & Monitoring financial planning software, ©PIEtech, Inc. Used with permission. All rights reserved.

“The individual investor should act consistently as an investor and not as a speculator.”

– Benjamin Graham