HOME OUR TEAM EVENTS MAINSPRING EXPERIENCE BLOG KNOWLEDGE CENTER CONTACT US CLIENT ACCESS BUILDING A FINANCIAL PLAN Like the interconnected gears of a precision timepiece, our process enables our team to identify relevant strategies for moving forward and fully addressing your needs. Here are the basic steps that outline the process we use for building your financial plan: STEP ONE INITITAL CONSULTATION Identify your goals, values, dreams, special concerns, and challenges STEP TWO ENGAGEMENT Set mission statement and measurables to define relationship success Prioritize goals STEP THREE STRATEGY SESSION / DATA GATHERING Collect pertinent planning data Facilitate conversation around topics such as retirement planning, college savings, life insurance, investment planning, tax strategies, estate planning, and charitable planning. All of these topics deserve a thoughtful, conscientious conversation with those people they affect. Beginning at Step three and continuing throughout the process, we will bring relevant experts to the planning process from the tax field, legal field, auto and home, etc. Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional. STEP FOUR DEVELOP + FINALIZE PLAN Create action item list to include recommendations with appropriate schedule for implementation and accountability. STEP FIVE EXECUTION + IMPLEMENTATION Create action item list to include recommendations with appropriate schedule for implementation and accountability. STEP SIX REVIEW / CONTINUED CONVERSATIONS / ONGOING ADVANCED PLANNING Develop schedule for future review meetings Provide tour of resources and concierge services such as Investor Access, statement delivery preference, and outside account aggregation Ongoing reviews and consultations with outside experts, when appropriate Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Mainspring Wealth Advisors, LLC is an investment adviser registered in the State of Washington but does not provide any services or offer any investment advice. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. and securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Mainspring Wealth Advisors, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. The adviser may not transact business in states it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or rendering personalized investment advice for compensation, will not made without registration or exemption. © 2021 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC | Legal Disclosures | Privacy, Security & Account Protection | Terms of Use