A Steadfast Process to Help Guide Our Steps and Direct Your Path

The advisors at Stonegate Financial use a comprehensive wealth planning process to develop a unique and personalized financial plan that will provide the foundation for pursuing your goals. We’ll help share the burden of wealth management so you’ll have more time to enjoy more of life today, and we’ll provide you with a solid – yet flexible – financial plan so you can look toward the future with confidence.


We’ll sit down with you and get to know you personally. Together we’ll find out where your life is today relative to where you want your life to be tomorrow. We’ll discuss your goals and learn about your investment history and how comfortable you are with different levels of risk. You’ll also discover something about us as we introduce you to our capabilities and explain the services we offer that can help you meet your personal and financial objectives.


The information you’ve shared with us will be analyzed in order to design your plan. This step may include collaborating with your other professional advisors such as your accountant and lawyer. Once we have everything in order, we’ll present our recommendations, answer your questions, consider alternatives, and outline the steps we need to take to implement your plan.


Once you fully understand and are satisfied with our recommended strategy, we will implement your plan using the extensive research and resources available to us through Raymond James. This step includes the selection of specific account types, investment products and services.


We will continually work with you to monitor your plan’s progress relative to your defined objectives and advise any changes when and where needed. We’ll provide ongoing reporting of your account activity and conduct periodic reviews. The key to success will be your involvement and letting us know about any significant changes in your life.