Establishing our client-advisor relationship

The long-standing relationship we build with you begins right here, by getting to know one another and helping you pursue the goals you have and the questions you want answered. We invest the time to help ensure all bases are covered, all details are addressed and both of us are on the same page.

What to bring to our initial meeting

We will devote our first meeting to learning about your financial situation, your goals and your needs. This is a list of documents that may help us understand your overall financial picture. Sharing this information can save time and better assist us in developing your financial plan. Documents that would be helpful to bring include:

  • Outside account statements
  • Tax return
  • Estate planning documents (trust and power of attorney documents)
  • Life insurance information
  • Long-term care information


Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.