Using technology tools as well as our years of experience, we’ll create a detailed financial plan for helping you achie your financial goals. We’ll go over the plan carefully with you, explaining each suggestion, chart, graph, timeline and detail. Once we have received your feedback, we’ll make adjustments to the plan.
Our Process
Understanding who you are
and what’s important.
It all starts with listening.
At Cardinal Asset Advisory, we see the client-advisory relationship as a lasting, life-long partnership, so it must be the right fit.
So, when we first meet, it’s all about listening. Asking some questions, yes, but mostly listening: understanding who you are, what’s important to you and figuring out what you want to accomplish financially. Then, if we both agree it’s a good fit, we’ll get to work.
Next, we create a financial plan.
Then, we put your plan into action.
Then, we’ll put that plan into place. As in, we’ll open accounts, transfer assets and execute all the steps detailed in the plan. You’ll be involved every step of the way.
Ongoing monitoring and updating.
Of course we’ll monitor your plan and assets to make sure you’re staying on track to achieve your goals. And because we’ll be in contact with you regularly, we can easily make adjustments to the plan as your life changes. Maybe a child goes to college, gets married or you decide you want to retire early. That’s why we keep in close touch with you: so your plan can change with you.
Making important connections.
We’re not tax attorneys or accountants. We’re financial planners, advisors and investment managers. But, along the way, you might need a tax attorney or accountant. As your financial partner, we’ll make those connections with highly respected professionals so you can get the services you need, all in one place from people you trust.