A process of discipline and DILIGENCE

Since a customized financial plan serves as a guide to help pursue your goals, our process gives us a disciplined way to identify the appropriate strategies for moving forward to fully address each of your needs – now and in the future. Here are the foundational steps we use to build you a financial plan designed for nothing less than excellence.


First, it’s imperative that we get to know you. As we do, we build a clear understanding of what your goals are, what your current financial situation looks like, and your investment experience and risk tolerance. As part of our discussions, we also make you aware of our capabilities and explain how strategies we put together can help you meet your objectives.


Next, we analyze what you’ve shared with us in order to design your plan. This step may include collaborating with your other professional advisors such as your accountant and lawyer. This helps ensure no stone is unturned in regard to your financial life, and that your plan will work for you in a cohesive way. We then present you with our recommendations, answer your questions, consider alternatives and outline the steps we need to take for implementing your plan.


With your approval, we execute your customized strategy using the extensive research and resources available to us through Raymond James. This involves the rigorous analysis and selection of specific account types, investment products and services best suited for you. During this step we also handle all the necessary paperwork to move your plan forward.


Once your plan is implemented, we continually monitor its progress relative to your defined objectives. This is key in helping ensure your goals and investments are aligned. By providing ongoing reporting of your account activity and conducting periodic reviews, we proactively – and consistently – suggest changes as your life evolves and investment opportunities change. As well as we know our clients, an integral piece of the overall management of your plan is communicating significant changes in your life so we can adjust your plan as needed to help keep you on track to meet your goals.


What you demand We Deliver

Concierge-level service is our signature, and we’re ready to serve you with special attention to your every need.

2333 Ponce De Leon Blvd // Suite 500
Coral Gables, FL 33134
T: 305.461.6670
TF: 800.523.3295
F: 901.312.6882
Map and Directions
Boca Raton
1 Town Center Road // 10th Floor
Boca Raton, FL 33486
T: 561.981.3690
TF: 800.327.1055
F: 866.206.2609
Map and Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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