Building a financial plan uniquely tailored to you.

A customized financial plan serves as the road map for pursuing and potentially achieving your goals. Since learning about you is so important to us, we take time during our first meeting together to talk about your financial situation, goals and needs.

At this initial meeting, it’s important to bring the people, dreams and documents that may help us understand your overall financial picture and better assist us in developing your plan. Important documents can include investment statements from brokerage firms and mutual fund companies, stocks, IRAs and employer retirement plans. We then follow the process outlined below to identify relevant strategies for moving forward and fully addressing your needs.

How we work with you

  • First, we build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We also make you aware of our capabilities and explain the services we offer that can help you meet your objectives.

  • Next, we analyze what you’ve shared with us in order to design your plan. 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.

  • With your approval, we 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.

  • Once implemented, we 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. A key to this step is your involvement and communication of any significant changes in your life.

We proactively reach out to you several times a year, and conduct reviews with you at least annually whether in person or over the phone. Between these interactions, we encourage you to call us with any questions and share any changes in your personal life.

We pride ourselves on the level of service we provide; we strive to understand our clients, treat them with respect, and go the extra mile every time.

– Jodi Harrison, RP | Senior Registered Client Service Associate


The Kindred Financial Partners team was named to the 2024 edition of the Forbes list of Best-in-State Top Wealth Advisors †.

† The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

 

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