A plan for every
step of your journey.
The Potomac Process
Our process is simple and straightforward because planning for the future shouldn’t be overwhelming. You don’t necessarily need more information. You need quality information that’s efficient, purposeful and focuses on clarity
The Start of Something Great
Finding your freedom starts at our first conversation. During our initial meeting, we’ll help you organize all the financial documents that you’ve gathered and listen to your goals and needs. Once we fully understand your financial vision, we’ll analyze your information and get started on developing your personalized plan. We’ll take a close look at every aspect of your financial life and begin to identify areas that can be enhanced. It’s our promise to learn as much as we can about you from day one and thereafter, so that we can begin to develop a personalized plan that fits your life and that of your family.
Developing a Plan as Individual as You
We’ll take the data that we’ve gathered and begin to formulate a plan that will address your financial needs and goals. Realizing that every client and their family is as different as the next, we never use the same approach twice. However, we do have the experience of working with dozens or hundreds of clients facing similar circumstances and we bring that experience to you, so that you can be confident that we’ll recommend the best course of action for you.
Acting on The Plan Shouldn’t Be Stressful
A solid plan is useless without a proven plan and implementation strategy. We’ll review our recommendations with you and then develop a task list to ensure that everything is implemented properly. We work side-by-side with you as it’s our goal to make the experience as easy as possible.
Track, Adjust When Needed, and Then Relax
Whatever life brings your way, we’re here to help. When circumstances change in your life – and they will – we are here for you. We’ll make the necessary adjustments to your plans and provide recommendations that suit your unique needs. We also meet with you regularly to discuss and address issues above and beyond your investment portfolio.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions 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.
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