STEP BY STEP we’ll plan for the future
Individual investments and the markets fluctuate over time, and it’s our job to enable you to make informed financial decisions using the full complement of resources at our disposal. To help you manage and preserve the rewards of your success, we employ a process that draws on our experience and conservative advisory approach, as well as the industry-leading strength and support of Raymond James.
This process provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time.
It all begins with a conversation. We ask and we listen. It’s important for us to gain a thorough understanding of your personal goals, current financial situation, investment experience, desired level of risk, family dynamic and tax liabilities. In this step, we’ll also discuss our range of capabilities and the scope services we offer to help you meet your objectives.
We will analyze the information you share with us and design strategies intended to help you reach your objectives. This step may involve collaboration with your other planning professionals such as your CPA and attorney. We will present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
In this step, we will put your personalized plan into action using the extensive tools available to us through Raymond James. This involves selecting specific account types, investment products and optional services; we then guide you through the necessary paperwork in a coordinated approach.
Once implemented, we will monitor the progress of your plan relative to your defined objectives and suggest changes where needed. A key to this step is your involvement in the process which means informing us of any significant changes in your life. To accomplish this, we’ll provide ongoing reporting of your account activity, meet periodically to review your portfolio’s allocation and performance, and check up on your current circumstances and goals.
