You’ll find that our client-centered process and casual elegance approach is straightforward and built upon a foundation of honesty and integrity. Our 4-step process is called " COMPASS POINTS " and is described below
Similar to a captain planning his voyage, we want to understand where our clients are in their lives and where they want to go.
We’ll use a variety of tools, including interviews and questionnaires, to build an understanding of your personal goals, current financial situation, investment experience and risk comfort zone. Understanding your personal comfort zone for investment risk is critically important to us so we can provide your investments the necessary time to grow without making emotional decisions to sell. After all, we feel that “Time in the Market” is more important than "timing the market" for enabling your money to grow.
The plan is at the center of our discussion and may involve collaboration with your other professionals such as your CPA or estate attorney.
We then design solutions intended to help you reach your objectives using the vast array of Services and Investment Products available at Raymond James. Again, we do not have any preconceived ideas of what products or services you may need; rather we develop personalized solutions for you using our time-tested and disciplined process.
Our objective is to provide a hassle-free process.
Our navigational map will also provide tangible guideposts and “bite-sized” actions we will take together to help you stay on track and pursue your goals.
We work hard to explain all our recommendations in plain English, avoiding the Jargon of the investment world. Some of the ways we help educate clients on financial matters along our journey can be seen under the Captain's Log-Knowledge Center tabs.
Our objective is to provide a hassle-free and enjoyable voyage together.
You can count on us to embody these traits as your financial co-captain.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.