Raymond James: Our dedicated partner

A PLAN CRAFTEDjust for you

We follow a comprehensive, seven-step process developed by the Certified Financial Planner Board of Standards to create a personalized financial plan for you. This process helps us develop a true sense of who you are and what you expect, so we can devise a tailored strategy to see you through saving, building and – ultimately – the careful distribution of your retirement income.

  • Establish and define the scope of work
  • Gather information, identify values and set goals
  • Analyze and evaluate the current status
  • Develop recommendations and create plan
  • Review and amend the plan
  • Implement
  • Review