PERSONALIZING A PLAN that fits your life
Your financial plan is the blueprint or game plan for pursuing your goals. It’s important that we create one based on your specific situation. We’ll do so by getting together with you to assess your current scenario, identify your goals, and see if you are on track for achieving them.
We will also consider life-changing variables such as a job change or divorce, and develop a contingency plan to address them. After developing investment recommendations and building out your portfolio, we’ll work continuously to help ensure that your plans remains aligned with your evolving life.
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.