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OUR PROCESS

Straight Forward by Design

We have stripped out much of the unnecessary complexity to create an ongoing dialogue with our clients. We believe an approach that focuses on forming a partnership is superior to that which focuses strictly on a paper plan. Our process leads to actionable plans and an ongoing dialogue that is flexible and adaptive to our clients and partners needs. We believe making the next right decision is what leads to optimal outcomes.

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DISCOVER

 We take the time to get to know you to determine whether we believe we can help you achieve your goals and meet your objectives. We don't try to be all things to all people, and through experience have found that ensuring a good fit with our partners is the first step toward shared success.

PLAN

Once we have established a mutual fit, we can drill down into the details of a plan. By assessing your current financial picture and identifying your goals and objectives for the future, we can work collaboratively to build a road map for the path forward. 

PARTNER

After forming and refining a plan, we formalize our partnership through a set of understandings. These understanding provide a framework for how we will execute the plan, make changes to the plan, report progress and maintain an ongoing dialogue.

DELIVER

Once our plan is complete and our partnership has been formalized, our team will execute the appropriate next steps. This includes the formal adoption of our plan, investment strategy and all necessary documents including service agreements and online access profiles. 

MANAGE

Although a lot of the heavy lifting has been done prior this step, it  represents the fundamental and most important part of our process. By following our plan and executing on our investment strategy, we can work towards our ultimate goal of achieving an optimal outcome. 

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    511 East Paces Ferry Rd. | Atlanta, Georgia 30305 | 

    TF: 877.501.2760| F: 404.595.4030 | 

    Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. 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 our office for information and availability. Investment advisory services offered through Bixby Boons. Bixby Boons is not a registered broker/dealer, and is independent of Raymond James Financial Services.© 2022 Raymond James Financial Services, Inc., member FINRA/SIPC.  Privacy Policy 

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