Getting Started
First Meeting Guide: We have found that our initial meetings are filled with a lot of information exchange and this document is a resource to help you organize your thoughts.
Initial Financial Organizer: Completing our confidential Initial Financial Organizer is helpful to collect all necessary information before we start digging in and creating a plan specific for you.
Personal Financial Record System & Letter of Last Instruction: Intended to be a practical listing of financial information, personal and financial wishes, and the whereabouts of documents that would be needed by an executor or other person called upon to administer the client(s)’s affairs in the event of a prolonged absence, illness or death.
Budget Worksheet PDF: For Center clients to get a current assessment of spending priorities.
Forms
Esignature Instructions: Raymond James has recently partnered with DocuSign, so we are now able to send most documents to you for an electronic signature.
Recurring Payment Authorization Form: Enjoy the convenience of automatic recurring billing.
Consent to Disclosure of Tax Return Information: Please consider completing the tax disclosure form so that we can get the necessary information directly from your tax preparer in future years.
Handy References
2018 Year-End Tax & Planning Guide: These important tax and financial planning moves can help prepare you for the upcoming tax season and better align your portfolio with your short- and long-term goals.
Account Aggregation in Client Access - Step-by-Step Guide: You are now able to load your outside accounts into Investor Access with your Raymond James accounts. This makes keeping track of all accounts easier for both clients and planners.
Philanthropic Values Statement Worksheet: This handout takes you step-by-step through things to consider when crafting your and your family's philanthropic values statement.
Links You May Need
Zillow.com: Find real estate market statistics including home values, listing prices, number of homes for sale and many other measurements.
Social Security Estimator: The Retirement Estimator gives estimates based on your actual Social Security earnings record. Please keep in mind that these are just estimates.
AnnualCreditReport.com: Fight identity theft by monitoring and reviewing your credit report.
IdTheftCenter.org A nonprofit established to support victims of identity theft in resolving their cases.
Webinar Recordings
2018
May 2019: Bridging the Gender Gap
January 2019: Charitable Giving
October 2018: Medicare Open Enrollment
September 2018: Navigating Financial Aid & FAFSA
August 2018: Understanding Estate Documents
July 2018: Staying Safe with Computer Best Practices
June 2018: Scam & Identity Theft
April 2018: Retirement Income Planning
March 2018: Passage Through Dementia
February 2018: Investment Review
January 2018: Protect Your Data
2017
December 2017: Grief and Healing
December 2017: Part 3: Divorce Finance 101
December 2017: Part 2: Cash Flow Planning
November 2017: Part 1: The Grey Divorcée
November 2017: Year-End Tax Planning
October 2017: 2018 Medicare Open Enrollment
September 2017: Navigate Financial Aid & FAFSA
July 2017: Financial Advice for Those Starting Out
July 2017: Ford Buyout
June 2017: Mid-Year Investment Update
March 2017: Stock Option Optimization
February 2017: Economic and Investment Update
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.