A personalized plan for your unique goals
Starting with a thorough understanding of what’s important to you, we create a custom plan designed to help you pursue your future goals without undue sacrifice to your current lifestyle. After learning about what matters most to you, we implement and manage your financial plan around your 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 future they envision. Here is a synopsis of the steps we follow to build, implement and manage your financial plan.
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First, we’ll build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We’ll also make you aware of our capabilities and explain the services we offer that are designed to help you strive for your objectives.
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Next, we will 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. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
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With your approval, we will execute your customized strategy using the extensive research and resources available to us through Raymond James. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
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Once your plan is implemented, we will continue to have conversations about the progress of your plan relative to your defined objectives and suggest any changes where needed. We accomplish this by providing regular 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.
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
