Uncomplicate your life plain and simple
Are you so busy that you don’t have time to adequately plan for your future? Do you feel overwhelmed just thinking about it all?
We understand. That’s why we’re here to take care of it. At Caliber Wealth Management, you’ll find a full ecosystem of financial professionals who will not only help you handle it all, but unify it with our holistic planning approach – all with the simple goal of making your life a lot less complicated.
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Learn More about Our Process
A DISCIPLINED PLANNING PROCESS
To tailor a financial plan to you, we utilize the seven-step CFP® process. It is designed to pursue your life goals through financial advice that integrates all relevant elements of your personal and financial life.
Understand your personal and financial circumstances
Identify and select goals
Analyze the current course of action and potential recommendations
Develop financial planning recommendations
Present financial planning recommendations
Implement recommendations
Manage progress and update
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
