FINANCIAL PLANNING precisely tailored to you

We follow a comprehensive financial planning process to help identify and clarify your wishes, wants and needs, and customize a comprehensive plan designed to help fulfill them. Here is a summary of the steps we’ll take together.

LEARNING ABOUT YOU

We drill down into how you’re wired, what you love, what you can do without, and what wakes you up at night. We discuss how you think about money, where you see yourself in the future, and how you want to be remembered. It’s all about getting a clear sense of your needs and goals.

CUSTOMIZED ENGAGEMENT

Once we have reviewed your goals and understand your personal economics, we will discuss if we are a fit for moving to the next step. If so, we will prepare an engagement document that will fully disclose all planning and investment management fees. Then, we are working for you.

CREATING YOUR PLAN

A customized financial plan that considers all of your current and future resource with multiple scenarios that give you unlimited options to pursue. We curate strategies from Investments, tax planning, charitable and estate planning, and risk management and insurance planning. We take an entire life cycle of need and design a plan that is flexible and targeted. From Income generation, distribution planning, capital appreciation and legacy planning, you plan will guide all of our future advice.

IMPLEMENTING YOUR PLAN

We go over every aspect of your plan with you to ensure you know exactly what’s going on and that you’re comfortable with it. Your input and sign-off are critical before we initiate any action.

REVIEWING YOUR PLAN

Starting immediately with a 90 day review to make sure initial implementation is on line, we will review your plan and portfolio, and suggest opportunities to upgrade and modernize your strategies over time. Execution is paramount and performance over time is critical for the plan to have efficient impact. You will always know where you stand.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Insurance products offered through Raymond James Insurance Group, an affiliate of Raymond James Financial Services, Inc.