A DISCIPLINED PROCESS that begins with you

No two clients are alike, so our financial planning process starts with listening. We don’t just discuss your account balances, but take a deep dive to understand your cash flows, family picture and aspirations. Together, we develop a custom financial plan that acts as a road map to reaching your goals, evolving as your life does.

We also utilize Goal Planning & Monitoring, an innovative financial planning software from Raymond James, to help us visualize where you are on the path to reaching your goals and to track the progress of your financial plan each step of the way.

As time passes, we strive to be proactive on your behalf, so it’s essential that we maintain excellent communication. Staying in touch with you is not only part of our job, it’s one of our great joys – fostering long- lasting relationships.

Here are the basic steps that outline how we build your financial plan.

  • Understand
  • Design
  • Implement
  • Manage

As financial advisors of Raymond James we are not qualified to render tax or legal advice. You should discuss all tax and/or legal matters with the appropriate professional.

*Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James & Associates, Inc. is affiliated with Raymond James Bank, N.A. Raymond James & Associates, Inc. and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be referred to a qualified Raymond James Bank employee for your residential mortgage lending needs.