Our Approach

Clarity & Confidence for Life® Process

1. Discover

Starting with a complimentary Discovery Call, we’ll discuss your current financial reality, what challenges you’re encountering, what’s important to you and determine if we can help simplify your life and improve your overall financial situation. Afterward, we’ll meet and explore how our team can provide even more Clarity and Confidence for your life.

2. Define

In this no-obligation Clarity Session, we’ll explore your key areas of progress and potential dangers and roadblocks that could hinder your progress. We’ll also complete a Risk Profile to assess your feelings around how your investments should be structured to provide the best chances of reaching your longer-term goals. We’ll then circle back in a follow up Strategy Session with a specific investment strategy that defines how to get your investments best aligned with your goals and concerns.

3. Design

In this deeper dive session, we explore and map out your specific goals, digging into your WHY on your personalized Financial Life Planner. We can then conduct a stress test of your plans through multiple market scenarios and conditions to determine the odds your plan design is feasible and make any needed adjustments to increase the likelihood of success. Your vision is our mission, helping you live by design is who we are.

4. Develop

We’ll develop a strategy tailored to your future vision and values with a list of action steps to execute your plan and increase the odds of getting the results you’re looking to achieve. We’ll also coordinate your plans with your other trusted professionals, such as your attorney, tax professional and insurance person. Your new Life by Design allows you to focus on what really matters in your life that you can’t delegate, like your health, time with family, career or hobbies. We’ll meet 1-2 times annually to update your goals and track your progress but we’re always available as your personal team  for any financial questions that arise.

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​15-MINUTE STRATEGY SESSION TODAY

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​Fleishel Financial Associates is an Independent Registered Investment Advisor.

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. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. and Fleishel Financial Associates, Inc. Fleishel Financial Associates, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Diversification and asset allocation do not ensure a profit or protect against a loss. Past performance may not be indicative of future results.

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