The pursuit of financial success begins with a plan
Building your future begins with
a personalized financial plan.
We create a plan customized to your personal goals by adhering to an established process that includes four key steps. This helps ensure that we fully address your needs, prudently manage risks, identify the most relevant strategies and provide the flexibility to create a plan that is truly distinct to you and encompasses all aspects of your life.
We learn about you, your tolerance for risk, your current financial situation and goals for the future, prioritizing them in terms of importance and time frame. We’ll explain our capabilities and help you understand the scope of services we offer and how they can help meet your objectives.
Our team will analyze the information you’ve shared, evaluate your investment options and develop strategies designed to help pursue your objectives. This step may involve collaboration with other professionals such as your accountant or attorney. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
With your approval, we will execute your customized strategy using the extensive resources available through Raymond James. This involves the selection of specific account types, investment products and optional services, and the completion of all necessary paperwork.
Once implemented, we will continually monitor the progress of our recommendations relative to your defined objectives and suggest changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. A key to this step is your involvement in the process and communication of any significant changes in your life.