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Tower Overlooking Bay

Building a financial plan
tailored specifically to you


A customized financial plan serves as the “how-to” for pursuing and potentially achieving your goals. Our process gives us an orderly way to identify relevant strategies for moving forward and fully addressing your needs. Here, we outline the process we follow for building your personalized financial plan.

Understand
First, our team will work together to build an understanding of you, your personal goals, current financial situation, investment experience and risk parameters. We’ll also make you aware of our capabilities and explain the services we offer that can help you meet your objectives.

Design
Next, the members of our team will apply our individual expertise and insights toward the development of a financial plan tailored to your unique needs and situation. This step may also include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.

Implement
With your approval, we will execute your customized strategy using the extensive research and resources available to us through Raymond James. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.

Manage
Once your plan is implemented, we will continually monitor the progress of your plan relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. A key to this step is your involvement and communication of any significant changes in your life.

See our service timeline – View PDF »

We’re here for our clients. It’s why we do all that we do, plain and simple.


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