Our process begins with a discovery meeting. We ask questions to explore what your current situation is, where your major concerns are, and how your goals for the future look. This is chance for us to see the big picture, and what needs to happen in your financial life to get you to where you want to be.
Once we’ve made a mutual commitment, we’ll start putting the strategy in place to help reach your goals.
Our job doesn’t stop once your accounts are set up; we believe the key to long term success is thoughtful, customized financial planning that is tailored to your circumstances and designed with your goals in mind.
Once you’ve become a client, we begin with a meeting to review the Investment Process – we’ll be able to review what your strategy looks like and reaffirm our commitment to the plan we’ve developed together.
Next, we’ll take some time to show you the range of services available to you through Vance Wealth Group and Raymond James like online cash management services and communication preferences. We want to help ensure the service we deliver is aligned with your expectations and designed to best fit your needs.
Finally, we’ll take you through your customized Wealth Management Dashboard – we create this based on our conversations around your needs and personal financial plan. You can think of it like a roadmap – it’s there to keep us on track and moving towards where you want to be.
Our team will proactively schedule meetings with you, including annual reviews and year-end planning sessions. Annual review meetings go over your investments and financial plan, and we’ll assess your progress. Year-end meetings help to plan for tax season and the best ways to mitigate your tax burden*. We monitor your progress and adjust as your priorities change, all with the goal of helping you reach your long-term financial objectives as smoothly and successfully as possible.
*Raymond James does not provide any tax advice.
Certified Financial Planner Board of Standards Inc. owns the certification marks, CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Our team of advisors are ready to help you acheive your goals and build your financial future.
To learn more about what we can do for you, contact us today!