Moving you in the direction of
your goals a step at a time

Our process involves a logical progression that helps us organize our thoughts and focus our thinking on creating a comprehensive financial plan to bring you closer to the future you have envisioned for yourself and your family.

This approach helps us fully understand and address your needs while providing the flexibility to make the plan uniquely yours. The steps we take may involve collaboration with other professional advisors, such as your accountant and lawyer, when appropriate.


Creating a financial plan customized just for you requires us to get a clear understanding of who you are. So, we begin by getting to know all about you – your goals, financial situation, investing experience and risk tolerance. And we take a look at any financial statements that will help give us a good idea of your financial picture.


Once we are comfortable with our knowledge of you and what you want to achieve, we apply our financial experience and the comprehensive resources of Raymond James to build a plan designed to address your needs and long-term goals.

Present and Discuss

We share the details of our newly created plan with you and discuss how the strategies and tactics we used match up with your financial goals. Based on this conversation, we make any necessary revisions or adjustments and then ensure you are comfortable with these updates.

Approve and Implement

Once the plan meets with your final approval, we put it into motion – making investments on your behalf, opening and transferring accounts, and double-checking every detail along the way.


We measure the progress of your plan on an ongoing basis, taking into consideration changing market conditions and anything new in your business or personal life that may require action. To make sure your plan's course remains steady over time, we'll meet with you on a regular basis to review the progress and make any adjustments.