The Beginning of Something Great
We’ll use the time together to learn about your concerns, explore your current financial situation and identify your future goals.
With a clear understanding of your unique personal and family circumstances, the Vance Wealth team will identify any planning gaps and recommend the appropriate strategies to optimize your short and long-term financial security.
Once you're confident and comfortable about our partnership, we’ll work collaboratively with you to create a customized plan tailored to achieving your financial dreams of tomorrow.
Beginning our Partnership/ Relationship
We’ll review your custom-designed investment strategy, answering any questions and reaffirming our commitment to the plan we developed together.
We pride ourselves in partnering with our clients to provide the very best in personal care, client experience and financial tools. We’ll share the broad range of services exclusively available to you through Vance Wealth and Raymond James including online tools, account access and communication preferences.
Wealth Management Plan
Lastly, we’ll take you through your customized Client Financial Organizer (CFO) uniquely created based on our conversations around your goals and personalized financial plan. We understand that planning your financial future can be complicated. Your CFO serves as a critical roadmap, always keeping you and us on track to achieving your financial dreams of tomorrow.
A Financial Plan with a Purpose
Once you’re well established on the path to long-term financial success, we'll proactively schedule annual review and year-end planning sessions so we're well positioned to help reach your financial goals. From time-to-time, your life priorities shift so we’ll also use this opportunity to make any necessary adjustments. As your financial partner, we’re pleased to provide the following value-added services:
Quarterback / Team Leader
Planning for the future doesn’t have to stressful or complicated. We take it upon ourselves to advocate for you. Your partnership with Vance Wealth means we’re always available to provide leadership as circumstances in life change. we invite you lean on us to help make those difficult decisions with confidence.
Collaboration with Trusted Professionals & Your Family
We’ll make communication easy by working collaboratively with your attorney and accountant so all parties are aligned on your current and future financial planning needs.
The Expertise, Experience and Support of Raymond James
By partnering with Vance Wealth, you’ll receive the personalized care and attention of a boutique practice. With $790 billion in client assets, Raymond James offers trusted and innovative products and services backed by years or financial expertise.
Proactive Planning Meetings
Financial plans are dynamic as life’s circumstances and priorities are continually changing. We proactively meet with each and every client to continue vital communication and ensure their financial plan is performing optimally and constantly evolving to meet their needs.