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.



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. 

Average Cost Certification Form: For Center clients to maintain the use of Average Cost Basis.

Handy References

2017 Year-End 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.

Year-End Tax Planning Worksheet: This worksheet is designed to make organizing your year-end tax planning a little easier. While not intended to be comprehensive, it can help you get ready to discuss your tax situation with your financial advisor and tax professional.

Account Aggregation in Investor 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.

Your Go-To List for Record Retention

Medicare FAQ

Links You May Need 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. Fight identity theft by monitoring and reviewing your credit report. 

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.