Personalizing a financial plan to you
To help ensure that your goals – and our strategy for pursuing them – are well-defined, we utilize a proprietary planning software from Raymond James called Goal Planning & Monitoring. This powerful resource, together with our deep planning experience, helps align financial decisions with your vision of retirement and your other personal goals.
Four steps to personalizing your plan
Understand
First, we’ll build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We’ll also make you aware of our capabilities and explain the services we offer that can help you meet your objectives.
Design
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.
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. You can help by keeping us up to date about any significant changes or events in your life.
IMPORTANT: The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
The return assumptions in Goal Planning & Monitoring are not reflective of any specific product, and do not include any fees or expenses that may be incurred by investing in specific products. The actual returns of a specific product may be more or less than the returns used in Goal Planning & Monitoring. It is not possible to directly invest in an index. Financial forecasts, rates of return, risk, inflation, and other assumptions may be used as the basis for illustrations. They should not be considered a guarantee of future performance or a guarantee of achieving overall financial objectives. Past performance is not a guarantee or a predictor of future results of either the indices or any particular investment.
Goal Planning & Monitoring results may vary with each use and over time.
The images [and/or screenshots] are reproduced from the Goal Planning & Monitoring financial planning software, ©PIEtech, Inc. Used with permission. All rights reserved.
