The Client Experience

We begin our journey together with a friendly introductory phone call. During this conversation, we take the time to understand your unique needs and what you desire in a financial advisory group. We will also provide an overview of our comprehensive process, costs, and how we collaborate with the families and individuals we serve. If, after this initial discussion, we both feel that it's a good fit, we will then schedule an initial planning meeting to delve deeper into your financial goals and aspirations.

During our initial meeting, you will meet the IWS team. We create a warm and welcoming environment where we take the time to understand your unique financial needs and challenges. Our dedicated team works to simplify complex financial situations, breaking them down into clear and straightforward strategies. We utilize an integrated approach, helping ensure you understand your options comprehensively and empowering you to make informed decisions that align with your goals. Through our simplified approach, we provide the clarity and guidance you need to help you navigate through any complexities and move closer to your financial objectives.

During our second meeting, we build upon the foundation established in our initial meeting to delve further into your financial goals and aspirations. We comprehensively examine your current financial situation, including income, expenses, assets, and liabilities. This allows us to understand your financial landscape better and identify any areas that require attention or improvement. We then collaborate with you to develop a personalized financial plan that aligns with your objectives, risk tolerance, and timeline. Our team presents various strategies and investment options, explaining their potential benefits and risks clearly and concisely. We encourage open dialogue and address any questions or concerns you may have, ensuring that you have a thorough understanding of your options. By the end of our second meeting, you should have a well-defined financial roadmap, providing confidence for your financial future.

The implementation meeting is where we turn your financial plan into action. We will discuss the steps to open and fund investment accounts, select insurance coverage, and address any estate planning needs. We will guide you through the paperwork and connect you with professionals if needed. We will make sure you understand each step and provide support. By the end of the meeting, you should know what to do next and have confidence in pursuing your financial goals. We are here to help throughout the implementation process.

Insurance products offered through Raymond James Insurance Group, an affiliate of Raymond James & Associates, Inc.

We will continue to communicate and review your financial plan to ensure it aligns with your goals. We will provide updates on your portfolio and market conditions through phone calls and meetings. Our meetings will help address any life changes or financial decisions you encounter. Our dedicated team will offer personalized guidance and support throughout your financial journey. Our review process will adapt your plan to changing circumstances, giving you confidence in your decisions.