How We Serve
The Journey:
Your Financial Journey. Simplified.
Step 1: Let’s Talk
Schedule a no-obligation consultation where we’ll take the time to understand your goals and current financial situation. This is an opportunity to determine if diving deeper into your financial planning journey makes sense for both of us.
Step 2: Define Your Expectations and Concerns
After our initial conversation, we’ll provide you with our Expectations and Concerns Form. This essential guide helps us tailor our services to your unique needs and goals.
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Why it’s important: Completing this form is required to schedule your in-person meeting, ensuring we’re fully prepared to serve you effectively.
Step 3: In-Person Meeting – Find Your Pathway
We’ll meet to review your completed Expectations and Concerns Form, discuss your gathered financial documents, and explore how we can work together.
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What to expect:
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We’ll provide clear instructions ahead of time to help you prepare.
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During this meeting, we’ll explain our process, address your concerns, and recommend the pathway best suited to your financial goals.
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Step 4: Get Your Personalized Plan
Based on your needs, Tyler will meet with you to develop a tailored roadmap to guide you toward financial success—whether it’s retiring confidently, preserving wealth, or building a legacy.
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Deliverables: A step-by-step strategy that simplifies complex decisions and aligns with your unique vision.
Step 5: Your Portfolio, Your Way
You’ll meet with Patrick, who will walk you through your customized investment strategy, including asset allocation and risk tolerance.
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Goal: Ensure your investments align with your comfort level and long-term objectives.
Step 6: Thrive with Confidence
With our ongoing support guidance, you’ll move forward knowing your financial future is in good hands.
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What this means: Regular check-ins, proactive adjustments, and clear communication to keep you on track.
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Book Your Consult
This information was developed by Raymond James. It is general in nature, and is intended solely for the purpose of illustrating conceptually how a particular estate planning technique might work, based on various assumptions. Whether the planning technique is appropriate for you will depend on your goals and your specific situation. This is not a complete statement of all information necessary for making an investment decision, and is not a recommendation, or a solicitation to buy or sell any security. Investments and strategies mentioned may not be suitable for all investors. Past performance may not be indicative of future results. Raymond James does not provide advice on tax, legal, or mortgage issues. These matters should be discussed with an appropriate professional.
Need Financial Planning Services?
We are here to assist. Call us today to learn more about our financial planning services and how we can help you achieve your financial goals. Whether you are a business owner, retiree, soon-to-be retiree, or a family, our team is dedicated to providing personalized financial strategies to help to secure your future.