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Our Process

Our approach is committed to providing a specialized, collaborative partnership that aligns closely with your unique values and financial aspirations. Through each step of our process, we prioritize building a strong foundation rooted in trust and mutual understanding, ensuring that your financial journey is guided by a clear and thoughtful strategy tailored just for you.


Financial Planning Process

Step 1 - Initial Alignment Meeting  
  Step 2 - Discovery & Analysis
Step 3 - Strategic Roadmap  
  Step 4 - Foundation Check In
Step 5 - Cycle of Stewardship  

 

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Rebalancing a non-retirement account could be a taxable event that may increase your tax liability. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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