Our PROCESS
We Take Your Financial Planning Seriously
Your investment, your life, your future
In order for us to reach your objectives, our Tampa advisors need to understand your complete financial picture at every stage of your life. Today’s goal may not be the same as tomorrow’s dream. Your goals change throughout your life, so our 5-step process is designed to be continuous.
Our mission & vision
Our vision at PCIA Tampa is to inspire people to achieve their life’s ambitions. We believe financial planning is vital to improving the probability of success of reaching those aspirations.
“Our partnership goes beyond finance and the numbers. It begins with uncovering what matters most to you.”
– Don Williams, CMFC®, CRPC® Partner, Financial Advisor
Working With You
Our 5 Step Approach
Getting to know you
We start out by having a conversation to find out your needs, goals, and aspirations. We will learn about each other to determine if there is a good fit for an ongoing relationship.
We will ask you questions and will detail our services, philosophies, process and fees and answer all of your questions.
Building your plan
Based on our understanding of your aspirations, we will go to work. Our team creates a personalized strategy to provide you with solutions that are tailored to you.
You will receive a detailed financial plan for the key areas that apply to your situation for a comprehensive picture of your finances.
Taking Action
Upon your approval, we will work with you on every facet of the plan to make sure the strategies we have agreed upon are in place.
We won’t just give you a plan and tell you to follow it – we’ll be by your side every step of the way to see it through.
Measurement & Accountability
Throughout the process, we’ll be tracking the progress of the objectives we’ve set up together.
Your financial plan has a starting destination, but will require adjustments to stay the course based on economic conditions and your changing personal life circumstances.
Achieving & Rediscovering
To address your dynamic and ever-changing life through the years, we will review your plan to uncover and address needed adjustments for your short- and long-term goals.
We will update your financial plan on a regular basis based on your most current life objectives. We will address specific retirement issues as you get closer to your desired retirement age.
Let’s schedule a conversation
Schedule a quick 30-minute conversation with us so we can get a better understanding of where you are right now. From there, we can make a detailed plan based on your needs.