Goal Planning and monitoring
So you have goals, but you wonder how realistic they are. You’re wondering how adjusting your spending or saving affects the likelihood of reaching those goals. Enter Goal Planning & Monitoring, a proprietary planning software from Raymond James that can help align financial decisions with your vision of retirement and other highly personalized goals.
This powerful resource, used in conjunction with our deep planning experience, helps us ensure that your goals and our strategy for pursuing them are well-defined. Over time, we can monitor the progress you are making toward your goals. Here is an informative video to help you learn more.
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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