Focused attention and a flexible plan

We choose to start our relationship with you by building a deep connection through meaningful conversations. Naturally, part of life – and our discussions – includes talking about your finances. After all, it helps determine your lifestyle. But, beyond that, we’re more interested in the purpose, values and people that drive your decisions in life.

Devoting an extensive amount of time to getting to know you not only as an investor, but as a person, helps us develop a clear vision of your goals and future. We then work closely with you to provide an objective perspective as we craft, tailor and implement a financial plan to help bring those goals to light in a way that’s responsive to life’s many transitions.


First, we’ll build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We can’t tell you enough how important it is to create a strong foundation for knowing you before we move forward together. Part of this also means we’ll also make you aware of our capabilities and explain the services we offer that can help you meet your objectives.

Next, we will analyze what you’ve shared with us in order to design your plan. We will work closely with your accountant and attorney to orchestrate your plan as efficiently as possible. We will present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.

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.

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 do this by staying connected to you, providing ongoing reporting of your account activity and by conducting periodic reviews. Since you are at the heart of everything we do, a key to this step is your involvement and letting us know of any changes in your life.


Wealth is the ability to fully experience life.

Henry David Thoreau