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. © Raymond James Financial Services, Inc., member FINRA/SIPC Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC | Privacy Policy

Planning life to the fullest.

Our Process

Our four-step wealth planning process is logical and comprehensive, but, most important, it’s flexible. At any point, we can adjust timelines or tactics based on your changing needs and evolving goals.

 

Define your objectives and goals

We begin with the basics: building a relationship on understanding and trust, and managing your money based on knowledge and experience. In this step, we’ll use a variety of tools including questionnaires and interviews to build an understanding of your personal goals, current financial situation, investment experience and risk tolerance. We’ll also make you fully aware of our capabilities and provide educational support to assist you in understanding the scope of services we offer to help you meet your objectives.


Develop your customized strategy

Next, our team will analyze the information you’ve shared with us and design strategies intended to help you reach your objectives. This step may involve collaboration with other specialists or your existing professionals. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.


Implement your strategy

With your approval, we will execute your customized strategy using the extensive tools available to us through Raymond James. This involves the selection of specific account types, investment products and optional services, and the completion of all necessary paperwork.


Review your progress

Once your plan is implemented, we will continually monitor the progress of our recommendations relative to your defined objectives and suggest changes where needed. A key to this step is your involvement in the process and communication of any significant changes in your life. We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews with you.

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.© Raymond James Financial Services, Inc., member FINRA/SIPC Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lawson Winchester Wealth Management is not a registered broker/dealer, and is independent of Raymond James Financial Services. | Privacy Policy