We believe one size
Doesn’t fit all
Our life’s work is to help provide you with a total financial strategy that suits you and your needs. Before anything, we believe we should know who you are – as a person and an investor. Understanding and making decisions based on your unique parameters is vital to your success and the success of our relationship. In addition to mapping out where you want to go and creating a custom plan, we help ensure that the method of getting there is in line with your needs and risk tolerance.
Having a plan is half the battle, but keeping that plan on track is the other half. We continue to coordinate and oversee your plan to help make sure it stays on track. Performance reports and periodic review meetings keep us up to date with any changes in your life, and your other advisors up to date with our progress on an ongoing basis.
By following the disciplined steps outlined below, we’re able to understand your current financial situation as well as long-term goals – involving you each step of the way as we develop a custom investment strategy to help reach them.
Beginning our Relationship
Day 1 Establishing new account paperwork and forms needed for transferring your accounts, followed by a series of communications introducing you to our office, team and Raymond James.
Why we do it: Start off our relationships on the right foot, set goals and schedule meetings for the coming year.
Investment Process & policy review meeting
Within 30 Days Discuss and set expectations, goals, cash flow needs and re-review our investment process and reaffirm our commitment to your investment policy.
Why we do it: Everyone listens differently when receiving new information. This meeting provides an opportunity to follow up, answer questions and reaffirm our commitment to the plan we developed together.
Service Commitment Conversation
Within 45 Days Walk through services, including online access, cash management tools, new technology; set up statement and communications preferences.
Why we do it: Walk through services, including online access, cash management tools, new technology; set up statement and communications preferences.
Wealth Management Plan Meeting
Within 90 Days Review your personalized, comprehensive financial plan; reassess and reprioritize your goals if necessary and make any needed changes.
Why we do it: To introduce you to our Goal Planning & Monitoring (GPM) system, which assists us in tracking your personalized financial goals.
Proactive Planning Meetings
Ongoing Annual Reviews: Review investments and financial plan; assess progress and recommend adjustments. Year-End Planning: Timely planning to help mitigate your tax burden.
Why we do it: Monitor progress and reprioritize goals when necessary to keep moving forward as planned.
