How We Work Together
Your Real Plan® for Real Results
Every strong plan begins with understanding your story. Our process keeps things simple, honest, and effective so you know exactly what happens at every stage.
1. Fit Call
15 minute fit call, just like it sounds. We need to determine that what you need is what I do. If it is, I’ll send you a checklist of items that you’ll need to bring me.
2. Discovery Meeting
Our first office meeting is about getting laser-focused on what you and your family want to accomplish. Whether it’s mitigating taxes, staying on track for retirement, or something else entirely, what’s important to you is important to me. By the end of the meeting, we’ll both know whether it’s a fit.
3. Planning and Strategy
My team and I jump right in. We take what you shared with us and design a strategy based on what’s most important to you and your family. Then we build the game plan to make it happen.
4. Turning Ideas Into Action
Having an idea doesn’t change anything. Doing something about it does. After your plan is ready, we’ll have our second office meeting. At this meeting, I’ll share my best ideas to help you pursue what’s most important to you. This means action items, in plain English. I’ll take you through the tactical process of meeting your goals and, by the end, you’ll know if you want to work with me.
5. Implementation & Ongoing Partnership
Go time! This can happen at our second or third meeting. Now is the time to complete account paperwork, beneficiary designations, account transfers—all the necessary paper pushing that gets you closer to getting what you want. Everyone on our team is available to answer questions or provide the information that you need during this step in the process.
Remember, this is a tailor-made process. Every family that works with us will have a different experience.
Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.