OUR PROCESS

 At the foundation of our relationship are conversations and information we collectively share. This helps us gain perspective and take a look at all angles of your life to help ensure we’re holistically planning for your needs today, and your goals for tomorrow.

Through Goal Planning & Monitoring, an innovative financial planning software available through Raymond James, we are able to align financial decisions with your unique vision of retirement and other highly personalized goals. We’ll identify and enter your goals to assess appropriate asset allocation targets, spending or savings rates, and the path to achieving those goals – and then share the results with you.

Since a customized financial plan serves as the guide to pursuing your goals, our process gives us a disciplined way to identify relevant strategies for addressing your needs.

The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.

We begin with a discussion – to gain a thorough understanding of your goals, current financial situation, investment experience and risk tolerance. 

We analyze the information you’ve shared with us and customize a plan accordingly. We present our recommendations, answer your questions and outline the steps we need to take to implement your plan. 

With your approval, we execute your customized plan. This involves the selection of specific account types, investment products and optional services, and the handling of all paperwork. 

We continually monitor the progress of your plan relative to your objectives, suggest any changes when needed, and provide ongoing reporting of your account activity.