Guidance for the big picture and finer details
Wherever and whenever you start, there's always room to grow.
While the customized financial plan we create for each client is unique to them, the orderly way we go about arriving at it is uniform in its structure for a simple reason: It helps ensure that we stay on point. Here are the integral steps we follow.
Surveying the Landscape
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 assist you in understanding the scope of services we offer to help you meet your objectives.
Preparing the Soil
Next, our team will analyze the information you’ve shared with us and design strategies intended to help you reach your objectives. This step may involve our team’s collaboration with fellow professionals or with your other professional advisors. We present our recommendations to you, answer your questions, consider alternatives, and outline the steps we need to take to implement your plan.
Planting the Seed
With your approval, and after ensuring mutual understanding, we will execute your customized strategy using the extensive tools and research available to us through Raymond James. This involves the selection of specific account types and investment products, placement of individual holdings in line with your strategy and goals, initiation of services, and the completion of all necessary paperwork.
Helping it Grow
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 help accomplish this by providing ongoing reporting of your investment portfolio, and by conducting periodic review meetings.