At Cascadia Wealth Management, we realize the importance of helping you achieve your long- term wealth management and investment goals. We would like to let you know what to expect when working with us.
Complimentary First Visit or Call. The first step is to schedule a meeting with one of our advisors for a complimentary consultation. This gives you an opportunity to learn about our firm and our services. Additionally, this enables us to learn about your goals and dreams and to determine if we can add value to your financial situation.
Initial Meeting: Define the Relationship and Gather Information. At your initial meeting, we will review the main areas you are concerned with and define your future financial goals. This meeting is primarily fact-finding in nature so we encourage you to bring your most recent investment and bank account statements, life insurance policies, and any other pertinent financial documents.
Follow-up Meetings: Analyze and Evaluate. We will schedule follow-up meetings after we have had an opportunity to review your financial documents. We will provide an analysis of your current situation with regards to your financial goals and review different scenarios and how they will affect your plan. We will determine the most appropriate strategy for you and determine the best approach for your situation while at the same time ensuring that you are comfortable with our recommendations.
Action Plan: Recommend Financial Strategy and Implement Your Plan. We pride ourselves on presenting financial strategies and investment terminology in a customized, but easy to understand way. Once you are comfortable with our recommendations and we have mutually agreed upon the most appropriate financial strategy, we will review any applicable fees or expenses to implement the plan, and will begin to build your portfolio.
Monitor Progress to Your Goals. We will continually monitor your progress towards your goals and continue to work with you to review your accounts on a regular basis. We will make recommendations as needed due to market conditions and changes in your individual situation. And, we are always available to support all of our clients and we would encourage you to contact us whenever you have any questions or concerns about your financially related issues.