Helping clients realize the true potential of their wealth requires a full understanding of who they are, which is why we serve them through long-term relationships defined by trust, loyalty and service.
That philosophy is reflected in our planning process – an innovative four-step approach that helps ensure we fully understand and address your needs while providing the flexibility to make your plan truly yours.
Each step involves collaboration between our team, you and, where appropriate, your other professional advisors.
As with all meaningful relationships, we’ll begin simply by getting to know one another – ensuring that you’re fully aware of our capabilities, and that we have a sound understanding of your personal goals, financial situation, investment experience and level of comfort with risk.
In the second step, we’ll analyze the information you’ve shared with us and design a plan intended to help you reach your objectives. This step may involve collaboration with other specialists or your existing professionals, such as your CPA or attorney. We’ll present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
After you’ve reviewed your plan and we’ve fully addressed your questions and concerns, we’ll execute your customized strategy using the extensive tools available to us through Raymond James, which may include selecting specific account types, investment products and other services.
Once implemented, we’ll continually monitor the performance of your plan relative to your defined objectives, suggesting adjustments where appropriate. A key to this step is your involvement in the process, including communication of any significant changes in your life. To help ensure your plan remains aligned with your needs and objectives over time, we’ll meet on a regular basis and provide ongoing account activity reporting.