our disciplined process for pursuing your objectives
We believe that by using a thoughtful and disciplined process, you can be confident we will make good recommendations in developing and executing a custom and comprehensive financial plan for you or your company – designed to give you a greater ability to achieve your goals and objectives. It includes an in-depth discovery to evaluate not only your risk tolerance and financial goals, but also whether our client/advisor relationship would be a mutually good fit.
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Discover
We feel that knowing more than just your financial situation is key, so we devote more time learning about your overall situation, you and your family, and your business, to fully understand where you come from and help you plan where you’re going.
This phase also provides an opportunity to explain our commitment to the recommendations/plan we develop together, and to determine if this process will be mutually beneficial to all involved.
During this time, we discuss our process and affirm our commitment to meeting your expectations while addressing your concerns. It is here that we learn about you or your company’s specific financial circumstances and goals and gather the appropriate information needed to begin to design your plan of action.
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Design
It all starts with a plan. We believe that recommendations are not effective unless a plan is in place; just as no one would take a medical prescription before the proper diagnosis is made.
Taking your specific circumstances, we create and review your personalized plan, then reassess and reprioritize your goals if necessary. It is during this time that we look at your present trajectory and determine if alternatives are necessary. Whatever your needs and circumstances, we will look to maximize the potential for achieving those goals.
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Deploy
Understanding the technology and features of working with The Noble Group, our partners, and Raymond James is key to deepening our relationship, making sure that you fully understand the capabilities of your new plan.
It is here we begin to implement our recommendations, including assigning responsibility for each. We also walk through the technology services of Raymond James and our partners, including online access and cash management tools, and setting up statement and communications preferences.
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Deepen
Just as your situation evolves, your financial goals and investments change with it. This may be the most important step in helping you achieve your financial goals and making sure you, your business or your family are continually on track.
We believe in ongoing review of your plan and investments, so we can assess progress and recommend adjustments. We will monitor the progress of the recommendations and the plan in place, as well as make adjustments if and when they are needed.
