A panoramic planning approach

We engage in complete financial planning with our clients, which ensures that we gain a clear understanding of your goals, objectives and current circumstances. We then use our resources, knowledge and expertise to provide advice and develop a long-term relationship of trust and understanding. We believe that your financial plan needs to be dynamic and responsive to your changing life and needs.

To develop a plan personalized to your individual needs, situation and investment style, we follow the comprehensive, four-step process that we have developed and refined. It is designed to help us gain a true sense of who you are and what you expect.

Step 1 Discovery

We realize the importance of investing time upfront to listening and getting to know you – building a good understanding of your personal goals, current financial situation, investment experience and risk tolerance. It’s also an opportunity to build trust and rapport, make you aware of our capabilities and explain the ways we can help you meet your objectives.

Step 2 Design

Next, we will analyze what you’ve shared with us in order to design your comprehensive financial plan, taking into account the different pieces of your financial picture and making sure they cohesively fit together without any gaps or disparities. This step may include collaborating with your other professional advisors such as your accountant and lawyer. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.

Step 3 Implementation

With your approval, we will execute your customized strategy using the extensive research and resources available to us. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.

Step 4 Managing

Our process is dynamic and fluid. As your life unfolds and your needs evolve, we put all the pieces of the puzzle together. We engage every service provider to help ensure that you will always have the complete picture.

We never lose sight of what matters to you. We review your progress through our proprietary Life Planning Dashboard and Goal Planning & Monitoring systems so that you have the confidence of knowing you are staying on track.

You want your money to work as hard as you do, and you deserve a team who can help make sure it does.
Green Wealth Management Group
Create a plan that’s distinctly yours

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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