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Our Process

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Our Approach 

As a client together we engage in a discovery process that defines and captures your mission, vision and values.When you start working with Cadence Financial, we become your personal Chief Financial Officer, offering the resources to coordinate all of your financial needs.  

 

Our Investment Process 

Before we begin developing your investment strategy, we take a good, hard look at where you are today.  We assess your investment goals, available resources, desired rate of return and risk tolerance.  This research allows us to customize a plan to fit your specific needs.

Then we develop your unique Investment Policy Statement -- a blueprint that addresses your specific risk versus return concerns.  Once that blueprint is in place, we provide personlized investment advice.

Our interest in your success doesn't stop there:

  • We carefully monitor your progress, providing you with quarterly reports that summarize your activity and compare it to your goals.
  • We make periodic adjustments to rebalance your portfolio, making sure that your strategies stay on track with your needs.