To help manage and preserve the rewards of your success, our team employs a process that draws on our experience and conservative advisory approach, as well as the industry-leading strength and support of Raymond James. This process provides a framework for making decisions collaboratively – applying not only our insight and recommendations, but those of our clients and their outside advisors as well – and monitoring the outcome of those decisions over time.
Our first meeting with you is a fact-finding mission, with information flowing both directions. It’s important that you are comfortable with who we are and how we do business. We also get a sense of who you are and what you value in life. We discuss your personal history, family structure and dynamics, career direction, plans for the future, and more. We carefully assess your current situation, reviewing your financial statements and discussing the current status of wills and estate planning. By sharing your experiences and ideas, as well as your risk tolerance, you become an active participant in the planning process – which allows us to better understand and address your needs and objectives.
Based on these discussions about you and your goals, we will evaluate the current financial markets and design a customized plan. We will then present you with solutions that we believe are appropriate to your needs and long-term goals. As we review your plan, we’ll carefully explain the reasoning behind each part, answering your questions, providing clarification and making adjustments where necessary to ensure that you’re completely comfortable with it.
IMPLEMENT AND MANAGE
Once implemented, we continually monitor the progress of our recommendations relative to your objectives and suggest changes where needed. A key to this step is your involvement in the process and communication of any significant changes in your life. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews.