Wealth Planning Process

A Comprehensive Approach- To Building Your Wealth Management Plan


We'll employ a well-defined process for customizing a financial plan specifically to your life, and investing your wealth in a manner that is designed to reflect your individual goals, personal situation and risk tolerance.

INITIAL ASSESSMENT

We begin by conducting a detailed assessment of your goals, understanding the composition of your net worth, reviewing your current asset allocation, and helping you develop investment objectives and performance measures. The better we know you and what you want to accomplish, the more we can help.

FINANCIAL PLAN AND RECOMMENDATIONS

Using the information you shared with us, we craft a personalized wealth management plan, make appropriate asset allocation recommendations based on your goals and timeline, help select appropriate investments within each asset class, and work with you to help mitigate the erosive effect of taxes.

AGREEMENT AND IMPLEMENTATION

Once you are comfortable with our plan and recommendations, we oversee the transfer of your assets to Raymond James and work with you to develop an efficient reallocation plan, select specific financial products and investment managers, and assist with the allocation of assets that cannot be managed or held at Raymond James, such as 401(k) plans. To help ensure a greater coordination and integration of all financial matters, we can collaborate with your other trusted advisors such as your CPA and estate attorney.

REVIEW

We continually monitor, review and assess the progress of your plan relative to your objectives, and recommend appropriate changes on an ongoing basis. To keep you fully informed, you can expect to receive monthly statements with a year-end recap, quarterly performance measurement reports for discretionary management accounts, and two in-depth conversations or reviews in person each year. Of course, you are welcome to call or email us anytime you have a question, request or concern. We are always here for you, for whatever you need.

Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Asset allocation and diversification do not ensure a profit or protect against a loss.

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