Click or tap each title in the compass to learn more about each step in our process.
The key to building a comprehensive plan is understanding our clients, their financial circumstances, their risk profiles, and their financial goals. We ask the right questions and actively listen to gain an extensive understanding of your needs.
Using financial models, information gathered from the first meeting, and additional financial documents, we develop a plan. We present a personalized and dynamic plan tailored to your unique situation and goals.
Once approved, we begin the implementation process by transferring and consolidating all your assets under one umbrella. We review key issues and use extensive resources available through Raymond James to set up your account for third-party custodial monitoring. All the while, we maintain high transparency, keep you educated and informed, and ensure quality communication throughout.
As a fiduciary, it’s our responsibility to construct, implement, monitor, and review your portfolio on a regular basis to ensure your investments align with your goals and objectives.