a plan designed to help achieve your goals
Financial planning is not an investment product, but rather an ongoing process designed to meet your long-term goals and income needs, in addition to your estate planning and charitable giving priorities. To help ensure that your goals and our strategy for pursuing them are well-defined, we utilize sophisticated planning software from Raymond James called Goal Planning & Monitoring.
Given the comprehensive nature of the plan, there may be different areas of your life that will inevitably need the thoughtful counsel of your tax and legal professionals – so we’ll coordinate with them to help seamlessly address all matters that your plan should encompass.
We want you to be knowledgeable and feel confident about the plan we develop together. We’ll put it in writing for you to review, and after each year, sit down together to review it, update it and make any necessary revisions – to help ensure you’re always on the right track.