Preparing To Take Flight With An Orderly Process

Through the years, we’ve developed an orderly process for identifying relevant strategies for addressing your needs as part of a custom financial plan. This plan is a sort of map for pursuing and potentially helping achieve your goals.

Assess

First, we’ll build an understanding of your 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 can help you meet your objectives.

Create

Next, we will analyze what you’ve shared with us 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.

Implement

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.

Manage

Once your plan is implemented, we will continually monitor its progress relative to your defined objectives and suggest any changes where needed. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews. A key to this step is your involvement and communication of any significant changes.