A comprehensive approach to constructing your financial plan.
Having a customized financial plan tailored to your individual situation helps ensure that we have a clear direction for pursuing and achieving your goals.
This process gives us an orderly way to fully address your needs and identify relevant strategies for moving forward. The steps involve collaboration between you, our team and other professional advisors such as your accountant and lawyer, when needed.
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, our team will analyze the information you've shared with us and design solutions 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 manage 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 providing reporting of your account activity and by conducting periodic reviews.