It Starts with a Conversation
Financial planning can feel daunting, but it doesn’t have to be. Our team takes a kitchen table approach to financial planning – not just because our original conference table was actually a kitchen table from IKEA. Our approach starts with a conversation and grows from there. So pull up a chair and let’s get started.
We Meet You Where You Are
The first thing we need to do is get to know you so we can understand your goals, dreams and fears when it comes to money. Once we know you, we can help build a plan that is customized just for you.
Smart About Money™ in Every Season of Life
Good decision making around money isn’t something you just learn in a class. It is more akin to learning a sport than learning geometry. Financial literacy takes a lot of practice and repetition. We’ve created a library of resources to help you get Smart About Money™, organized by articles commonly viewed by the following age groups.
Ages 20-35
Getting Started
Ages 35-55
Competing Goals
Ages 55-70
Retire to Your Happy Place™
Ages 70 & Better
Living your Dreambook™
Our Dedication to Your Journey
Our job is to help you achieve your goals. Our team is dedicated to supporting you all the way through your financial planning journey. We want to get to know you and invite you to get to know us better too!
Having Money Gives You Choices
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Check the background of our firm
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, marketed as The Meakem Group. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The Meakem Group is separately owned and operated and not independently registered as a broker-dealer or investment adviser.
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.
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