Clicky

The Financial Roadmap Experience

The Financial Roadmap Experience

Step 1: The R.O.S. Conversation

The R. O. S. conversation is the first step in learning about you. This meeting is dedicated to identifying your Risks, Opportunities and Strengths (R.O.S.). It allows us to gain a better understanding of your unique and individual needs. With this understanding and background, we will be better able to support you, creating a strong bond that will form the basis of our ongoing relationship.

Step 2: The Goals Meeting

In this meeting we will discuss the results of the R.O.S. Conversation. Then we will work together to develop your financial goals. These results will help us identify, clarify and prioritize your goals.

Step 3: The Planning Meeting

Here we provide a summary of both the R.O.S. Conversation and The Goals Meeting. This will provide the framework for your financial plan. This plan will become the roadmap for your financial future.

Step 4: The Monitoring Meetings

We meet periodically with you to provide an update on the progress made towards your goals and make recommendations. We understand however, that life is dynamic. Because of this, your goals and objectives may change over time. We will make adjustments to the financial plan as a result of this.

There is no assurance that any strategy will ultimately be successful or profitable nor protect against a loss or meet its stated objectives.

Contact your financial services professional

Your Name (required)

Your Email (required)

Your Telephone

Subject (required)

Your Message

Verification: captcha

Check the background of this investment professional on FINRA's BrokerCheck

Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC
These services are not available in all states. We may only transact business in your state if first registered, excluded or exempted from state broker dealer, investment adviser, BD agent or IA rep registration requirements. Please contact us for approval in your state. No follow up or individualized responses will be made by the firm, or its representative, in the state unless all registration requirements have been complied with by the firm and its representatives. This site is published for residents of the United States only. Raymond James' Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Your privacy: Raymond James has policies that restrict access to nonpublic personal information about you to those employees, associates and others who have need for that information to help us run our business, manage your accounts, market or provide investment alternatives or services to you, or to employees, associates, and others who assist those who help us run our business, manage your accounts, or market or provide investment alternatives or services to you. Additionally, we maintain physical, electronic, contractual, and procedural safeguards to protect your nonpublic personal information. RJ Privacy Notice

Links to other websites: Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

“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.