How we help

get you to where you want to be.


Starting with a thorough understanding of what’s important to you, we strive to finish by helping you reach those goals without undue sacrifice to your lifestyle. After learning about what matters most, we implement and manage your financial plan around those stated goals. Each step of the way, our clients understand that we make thoughtful decisions in line with their overall plan and trust that our team can guide them toward the lifestyle they are looking for.

Getting to Know You

Since we strongly believe that focusing on you is what helps create a successful financial plan, we start with an initial meeting to discover all we can about you and your goals. This helps ensure we are comprehensively addressing all of your financial needs and tracking the progress of your financial plan toward your life goals.

Click here to get started and print a questionnaire.

Creating Your Financial Plan

Once we understand where you are and where you want to be, we take all of that knowledge and create documents outlining your investment time horizon, risk tolerance, expected return, cash flow needs and other criteria to help govern your financial plan. We’ll provide an evaluation of your current portfolio, as well as net worth and income statements to guide our discussion as we prepare to develop your unique plan.

With our team’s specific methodology, and the support of our resources at Raymond James, your plan is thoughtfully designed in line with your risk and return characteristics. Next, we meet with you to share our recommendations and explain how your plan can assist in meeting your financial goals.

Implementing Our Recommendations

After you’ve approved the framework we’ve constructed, our team starts investing in line with our agreed-upon plan. Managing these details includes opening and transferring accounts, reviewing key issues and utilizing all of the resources available to us through Raymond James. As part of this step, we may consult with your CPA or attorney to continue to integrate our recommendations as part of your truly holistic financial plan.

Reviewing Your Progress

Continually monitoring your plan and investment portfolio is an important step to help ensure it remains in alignment with your objectives. We’ll set up a regular review schedule based on your preferences. With this review plan, and by utilizing Goal Planning & Monitoring along the way, we can keep your plan on track and adapt to any changes in your life.

Star Track Graphic

This image is reproduced from the Goal Planning & Monitoring financial planning software, ©PIEtech, Inc. Used with permission. All rights reserved.

“The individual investor should act consistently as an investor and not as a speculator.”

– Benjamin Graham