Realize the financial confidence that comes from having a partner
Life is stressful enough without facing critical financial decisions alone. We provide professional guidance – whenever you need it – to keep you on track.
We’ve worked with many high-achieving professionals like you
We understand the pressure you’re under
Everyone is counting on you
You’re supporting your family and want to make the best decisions for them
Finances are getting more complex
The more you make, the more moving pieces you have to deal with
You’re not sure you’re on track
You have goals and dreams. Are you on the right path to achieve them?
Know My Plan can help you...
Create a custom financial plan to help you reach your goals
Have a better understanding of your finances and investments – and know if you’re on track
Remove the stress from big decisions by providing guidance whenever you need it
Make sure all of your finances are working together effectively
Stop second-guessing if you’re making the right financial moves
Make tax-efficient decisions to keep more of what you earn
Support and protect your family, even after retirement
Find the balance necessary to enjoy your life now, while saving for your financial future
Find clarity across your entire financial life – beyond investments
(Just some of)
The questions we help answer for high-achieving professionals
How can I support my kids and parents, without sacrificing my retirement?
How soon can I comfortably retire? What does that plan look like?
Could I be paying less in taxes?
What investments make the most sense for my goals?
Am I missing anything important?
How can we afford more family vacations?
Should I pay my mortgage off early?
What do I need to have in place to protect my family’s future?
Can I afford the boat, RV, or vacation home I want?
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What makes us different?
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Our extensive plans are easy to understand AND easy to follow.
We break them down into actionable steps and work alongside you to execute your plan.
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We don't limit you to annual or quarterly meetings.
We’re available for micro-meetings whenever you need us – to answer your questions, help with your financial decisions, or review your plan.
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We'll never leave you in the dark.
We make sure you know what you own, why you own it, and where it fits into your plan. We provide clarity and transparency in every decision we make.
All the ways we help
Every strategy, every recommendation, and every plan is completely custom to you and your goals
Retirement Planning
- Retirement plan reviews – are you on track
- Retirement goal setting and bucket list items
- Social security analysis
- Cash flow analysis
- IRA contributions and Roth conversions
- Annuities and pensions
- RMDs and withdrawal optimization savings
- Establishment of 401k retirement plans
Investment Planning
- Custom investment strategy based on your goals
- Portfolio reviews at your desired frequency
- Asset allocation
- Review of outside accounts
- Investment policy statement
- Titling and beneficiary designations
- Stock concentration strategy
- Account aggregation
Cash Flow & Budget
- Reviews of your goals, expenses, and budget
- Income source reviews and budget adjustments
- Emergency funding strategy
- Dollar cost averaging
- Banking and credit management
- Guidance on big decisions and large purchases
- Mortgage review
- Lines and credit and debt management
Tax Planning
- Tax sensitive investing
- Cost-basis and gains reviews
- Executive compensation strategy
- Carry forward losses
- Tax loss harvesting
- Potential Roth conversions
- Health Savings and Flexible Spending accounts
- Tax return analysis
Risk Management & Insurance
- Annual review of existing policies
- Life insurance needs analysis
- Health Savings Accounts (HSA)
- Medicare guidance
- Long-Term Care Insurance analysis
- Disability Insurance analysis
Assistance to loved ones
- Gifting
- College planning, UGMA/UTMA/529 plans
- Paying off college loans
- Caring for aging family members
- Roth IRAs for children
- Review of estate plan
- Minimize estate taxes
- Charitable giving
How to get started
Schedule your introductory meeting
It all starts with a conversation
- Tell us what you're struggling with
- Find out how we can help you
- Decide if we're a good fit
And walk away with a COMPLIMENTARY financial plan!
- A clear financial picture of where you are now
- A defined list of goals to work toward
- Concise steps to start you on the right financial path
Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.