How we go about crafting your plan
We pride ourselves on knowing our clients and fully understanding their financial situation. This allows us to follow a fiduciary standard throughout the financial planning engagement and deliver quality, comprehensive, financial services. If you are ready to command your financial future, allow us to help guide you through the process.
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Our process ensures that we can know and fully understand our client’s financial situation and provides us with the information needed to deliver complete advice. What you can expect when engaging in a financial planning relationship with us is:
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This meeting is for information gathering on our end, and on your end. We use this opportunity to identify your needs and determine if we are a good fit. This meeting provides the foundation for what we will construct your financial plan on and is the tip of the iceberg in a long-lasting relationship between you and our team.
Interested in learning more? Inquire about a discovery call with one of our advisors.
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To follow up our discovery meeting, we will compile all the information gathered and put it into a well-constructed, well thought out financial plan that is designed to address your goals and concerns.
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Once the plan delivery is complete, we will place the plan into action, and begin reviewing with you the progress of the plan.
What is included in your financial plan?
- Retirement plan
- Investment services
- Cash flow analysis
- Tax Considerations
Raymond James and its advisors do not provide any legal or tax advice. You should discuss any legal or tax matters with the appropriate professional.
The Financial Planning or Consulting services listed are generally those offered under the Wealth Advisory Services Agreement. However, fees and services are customized with each client agreement. For a complete list of fees and available services, please consult the most current Form ADV Part 2A and the Wealth Advisory Services Agreement that you may obtain from your Investment Adviser Representative.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
