Our Process
At Cadence, we prioritize the client discovery process, focusing on a deep understanding of your unique lifestyle and financial needs.
We are committed to safeguarding your financial security through strategic risk management, carefully tailored to meet your individual goals.
We partner with you: engage in a deep discovery process to learn about your goals and objectives, design a personalized plan, implement, and then monitor and adjust on an ongoing basis.
As needed, we connect you with key specialists who are dedicated to helping you use your wealth to create the life you envision.
How We Work
1. Understand
We work to understand your personal goals, current financial situation, investment experience and risk tolerance. We also strive to understand your goals and dreams for the future.
2. Design
Our team offers advice; customized, professional, wealth management advice. We design solutions intended to help you reach your objectives and to this end, we incorporate our wealth specialists or your existing professionals.
We present our recommendations to you, answer your questions, consider alternatives, and outline the steps we need to take to implement your plan.
3. Implement
In this step, we execute your customized strategy using the extensive tools available to us through Raymond James. This involves the selection of specific account types, investment products, and optional services; we then complete the necessary paperwork in a coordinated approach.
4. Manage
Once implemented, we continually monitor the progress of our recommendations relative to your defined objectives and suggest changes where needed.
A key to this step is your involvement in the process and communication of any significant changes in your life.
We accomplish this by providing ongoing reporting of your account activity and by conducting periodic reviews.