Our Approach
We believe that a properly designed and implemented financial plan gives you the security of being well-prepared for your financial future while enjoying the confidence to live today. We keep you at the center of your financial plan.
At Concentric Wealth Partners, our clients enjoy the feel and experience of a boutique firm with a local, dedicated team providing personalized attention and customized solutions. We are not only a team of financial planners with over 25 years of experience, but we are also parents, business owners and active members of our communities. We want to build a more financially secure world — for our clients and our communities.
Our strategic alignment with Raymond James allows us to deliver a highly personalized experience to our clients while simultaneously drawing on the support and expertise of an industry renowned independent broker dealer,managing approximately $930 billion* in total client assets.
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Our first conversation is an opportunity for us to learn more about each other. We begin by understanding your story, your goals, and your vision for the future. Next, we review what you’ve done to this point and explain our financial planning process.
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We build your plan centered around you. The plan contains an analysis of your current situation and objective recommendations with the singular focus of helping you achieve your goals. This is your plan, so we encourage you to think through alternate scenarios that we can run to show you the impact of various situations.
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If you like what we’ve built (and we hope you do), we work together to develop a timeline to put your plan into action. From there, our team works with you to implement every aspect of your financial strategy with precision.
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We agree on a schedule to review your progress and modify your plan and strategies as your situation changes. We are available to you anytime between these scheduled review meetings to answer questions, revise your plan, and help you through financial decisions you face. As life changes, we will be there alongside you, making the necessary adjustments to keep you on track and keep you at the center of your plan.
*As of 09/30/2020. Past performance is not an indication of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock. A credit rating of a security is not a recommendation to buy, sell or hold securities and may be subject to review, revisions, suspension, reduction or withdrawal at any time by the assigning rating agency. Raymond James Bank is an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. © 2021 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. © 2021 Raymond James Financial Services, Inc., member FINRA/SIPC. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.
