How we tailor a financial plan specifically for you.

A customized plan serves as the "how-to" for pursuing your financial goals. Our process gives us a structured way to identify relevant strategies for moving forward and fully addressing your needs. Here are the basic steps we use for building your financial plan.


In this step, we'll use a variety of tools including questionnaires and interviews to build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We'll also make you fully aware of our capabilities and provide educational support to assist you in understanding the scope of services we offer to help you meet your objectives.


Next, we will analyze the information you've shared with us and design strategies intended to help you reach your objectives. This step may involve collaboration with other specialists or your existing professionals. 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 tools available to us 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. A key to this step is your involvement in the process and communication of any significant changes in your life. We accomplish this by connecting with you personally on an ongoing basis.

Happiness is not in the mere possession of money; it lies in the joy of achievement, in the thrill of creative effort.
Franklin D. Roosevelt