Kairos Wealth Advisors of Raymond James Financial Planning & Investing
Profile
BUILDING CARING RELATIONSHIPS one client at a time
If you were to ask our clients why we’re different, we believe that you would hear slightly different answers from each because no two of our clients are alike in their goals, values and needs. The common thread between them, though, would be our emphasis on building caring and connected relationships. We learn what makes each client unique, then personalize a plan and a client experience that is right for them.
Our whole-hearted approach to caring for your financial well-being.
ADVICE with a purpose
We help our clients pursue their greatest purposes in life by demystifying financial planning and bringing alignment between their goals and finances. As financial advisors, we provide clarity during and through transitions such as retirement, selling a business, the loss of a spouse or managing an inheritance. We sweat the details of a financial plan so that our clients don’t have to.
While each member of our close-knit and collaborative team brings different areas of expertise, our common focus is on you – and how we can best apply our individual knowledge and experience to serve your goals and needs. While we collectively serve as the one central point for all of your financial matters, we invite you to consult us on any important aspect of your life that can benefit from the trusted guidance of people who know and care about you.
PERSONALIZINGA PLAN to your goals
A customized financial plan serves as the “how-to” for pursuing and potentially achieving your goals. Our process gives us an orderly way 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.
We want to begin by just listening to you and getting to know you and your family. This will help us gain a good understanding of your personal goals, current financial situation, investment experience and risk tolerance. We’ll also make you aware of our capabilities and explain the services we offer that can help you meet your objectives.
Next, we will analyze what you’ve shared with us in order to design your plan. This step may include collaborating with your other professional advisors such as your accountant and attorney. We present our recommendations to you, answer your questions, consider alternatives and outline the steps we need to take to implement your plan.
With your approval, we will execute your customized strategy using the extensive research and resources available to us through Raymond James. This involves the selection of specific account types, investment products and optional services, and the handling of all necessary paperwork.
Once your plan is implemented, we will stay in constant communication to be in step with your life as we monitor the progress of your plan and suggest any changes where needed. After all, we care about your goals as much as you do. A key to this step is that you keep us informed about any significant changes in your life.
About the Kairos name
The Ancient Greeks had two ways of defining time. “Chronos” referred to measurable time – days, years, centuries, etc. But they also believed that there was a special place in time where truly significant things occurred; moments of true clarity. This abstract period of time was known as “Kairos.” Life is full of Kairos moments as we progress through our days, often at times of transitions with births, deaths, marriage, retirement, etc.
For our clients, we are with them through these momentous times, planning in advance whenever possible and crafting solutions as needed during pivotal periods of change. We seek the clarity of Kairos as we learn of our clients’ hopes and dreams throughout the continuum of their lives.