Financial planning is about more than numbers – its about helping you create a life that aligns with your values, aspirations and long term goals. Have you ever wondered how having a clear financial plan might help you become the person you aspire to be? To help you find out, we’ve built this process around finding the answer to that question. We call it our Bridge the Gap Process and use it to help you go from where you are today to where you want to be in the future.
Initial Conversation
The goal here is to learn a bit about you and share a bit about us. We'll discuss what you’re looking for in a planner and share how we work with our clients. This is a great opportunity for us to see if we are a good fit for one another.
Take Stock
Using our "Bridge the Gap" document list we'll collect the necessary information needed to build the foundation for your financial plan. Knowing where you are today is the first step to understanding what is possible tomorrow and prepares us for the next step in the process.
Understand & Uncover
Next, we’ll take the time to learn more about you and your unique vision for the future. Who are your most important people? What does an ideal retirement look like for you? If money wasn’t a concern, what would you want to experience in life? What would it mean for you to feel financially independent or confident? We use interactive exercises and creative brainstorming to help uncover what matters most.
Craft Proposal
Armed with the information you’ve provided us with and our firm’s access to a large number of well-vetted financial strategies, industry leading research, and the latest software planning tools, a CFP® Professional will craft a personalized financial plan for you. We’ll present the plan and explore it with you in detail to see if it fits, and where necessary, make changes to meet your needs.
Plan Implementation
Building your plan isn’t the last step. We’ll work with you to help you put your plan into action, and we’ll monitor it with you to help ensure your goals stay in focus. We’ll even share information with your CPA or Estate Attorney to make sure everybody is in the loop.
Let us help you Bridge the Gap!
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
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.
