Diligently Planning for your envisioned future

We employ a thoughtful, disciplined and well-defined financial planning process. It begins by using Goal Planning & Monitoring, sophisticated and proprietary Raymond James software designed to align your financial decisions with your unique vision of retirement and other highly personalized goals.

Working together, we’ll identify and enter your goals to assess appropriate asset allocation targets, spending or savings rates, and map out the probability of achieving those goals – and then share and review the results with you. The beauty of Goal Planning & Monitoring is that it is an interactive experience: We can adjust variables such as spending and saving rates to show how they affect your future outcome.

As a Certified Financial Planner professional, Philip then utilizes the CFP Board’s seven-step collaborative financial planning process, designed to help maximize your potential by integrating relevant elements of your personal and financial circumstances.

  • Understand Your Personal And Financial Circumstances
  • Identify And Select Goals
  • Analyze Your Current Status
  • Develop Your Financial Plan
  • Present And Review Your Plan
  • Implement Your Plan
  • Manage Progress And Make Updates

The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.