We employ a comprehensive planning approach to identify and prioritize your goals and tailor a plan designed to confidently pursue the future you envision. Our structured process gives us an orderly way to identify relevant strategies for moving forward and fully addressing your needs. Here are the basic steps that outline each step.
We devote a lot of time upfront to building personal connections with our clients and really getting to know them. We ask a lot of questions, but most important, listen carefully to each answer.
We know that to arrive at the right plan, we must first understand what matters most to you and what you want to accomplish with your wealth. In our initial conversations, we will focus on you, your desired lifestyle, your passions and concerns. We will also discuss your values, key relationships, and other professional advisors you work with.
We’ll build an understanding of your financial situation, investment experience and risk tolerance by talking with you and reviewing your financial documents. We’ll also make you aware of our capabilities and explain the services we offer that can help you meet your objectives.
Based on the conversations we’ve had with you, we will analyze the personal and financial information you’ve shared. We will then present you with a comprehensive plan for managing and preserving your wealth, and building a legacy. We will review it together, taking the time to answer any questions and ensure you are comfortable with our recommendations before they are implemented. This step often includes collaborating with your other professional advisors such as your accountant and lawyer.
With your approval, we will implement your plan using the extensive research and resources available to us through Raymond James. This includes the selection of specific account types, investments and optional services, and the handling of all necessary paperwork.
Our work isn’t done just because your plan is completed. We are committed to being here for you throughout each step of your life’s journey. Once your plan is implemented, we will continually monitor its progress relative to your defined objectives, and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. A key to this step is your involvement and communication of any significant changes in your life.