Our Approach
True Wealth Mindset | What is more important to you than money?
When it comes to financial planning, there is only one person that matters: You. Together, we can help you bring your vision for the future into focus so you can begin to prepare for it. Let’s build a financial plan that puts you at the center of it, one that takes you from today to tomorrow, pausing now and again to enjoy life’s great moments along the way. While our planning process can be divided into four steps, it really is an ongoing endeavor that evolves as your life does.
1. Discover
We begin simply by getting to know you. Through questionnaires and face-to-face conversation, we develop a strong understanding of your personal goals, current financial situation, investment experience and risk tolerance. During this “onboarding” process, we will make you fully aware of our capabilities and services, as well as your responsibilities as the most important person in your financial planning.
2. Design
Once we have a full understanding of what you want, we can begin designing a fully customized plan for your short- and long-term goals, whether it’s securing a comfortable retirement, paying for a child’s education, purchasing a second home or just saving a bit more each month. We will work closely with your accountant and attorney to orchestrate your plan as efficiently as possible. We present our recommendations to you, answer any questions, consider alternatives and outline the steps needed to implement your plan.
3. Implement
Next, we put your financial plan into action. We select the specific account types, investment products and services identified in the design stage and build your portfolio to your specifications. We work closely with you to complete the necessary paperwork as quickly, efficiently and conveniently as possible to ensure the safe and fast transition of assets to your new account.
4. Manage
Once your plan is implemented, we continually monitor the progress of your financial plan to ensure it keeps working for you. But your involvement remains crucial. Should you experience a life change – marriage, birth, a new job, a new home – we can discuss how your changing situation impacts your financial plan, and the process begins anew. This is where we’ll recommend – and make – any necessary adjustments to keep your plan moving forward.
Goal Planning & Monitoring
Goal Planning & Monitoring is proprietary planning software from Raymond James that can help align financial decisions with your vision of retirement and other highly personalized goals. This powerful resource, used in conjunction with our deep planning experience, helps us ensure that your goals and our strategy for pursuing them are well-defined.