Our Process
A systematic approach to wealth planning success.
Our time-tested process helps ensure that every aspect of your financial life works together toward your family’s most important goals.
1.
Understand Your Current Position
Comprehensive review of assets, liabilities, cash flow, and existing strategies.
2.
Identify Financial & Life Goals
Uncovering not just your objectives, but why—so your financial plan reflects what truly matters.
3.
Analyze Current Trajectory
Evaluating your current path and exploring alternative strategies.
4.
Develop Recommendations
Creating customized solutions tailored to your unique situation.
5.
Explore Your Alternatives
Reviewing our analysis and recommendations, incorporating your feedback.
6.
Implement the Recommendations
Coordinating with your professional team to execute the plan.
7.
Monitor Progress
Reviews scheduled at your desired frequency to track the progress of your plan relative to your defined objectives and suggest any changes where needed.
Your Experience with Us
What partnership looks like.
Working with our independent practice means receiving the attention and advanced planning capabilities that your family’s wealth deserves.
Comprehensive Initial Planning
Detailed analysis using advanced modeling tools to show exactly how strategies impact your family’s future.
Proactive Communication
Regular updates on market conditions, tax law changes, and planning opportunities specific to your situation.
Coordinated Professional Support
Seamless collaboration with your existing attorneys, CPAs, and other advisors to help optimize outcomes.
Investing involves risk and you may incur a profit or loss regardless of strategy selected. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
