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What Can You Expect

From Our Relationship?

A Collaborative Experience That Prioritizes What You’re All About

As we grow older, life tends to throw curveballs our way that make it a little less predictable than it may have once been. At Cascade Financial Group, we aim to help you define your long-term objectives in order to feel more prepared for the moments you can’t always plan for.

Through a straightforward planning process, we’ll work with you to approach your financial picture and the questions you have in mind.

Here’s How It Works:

Step 1

Discovery Meeting

Our first conversation will help us get to know you, what you would like to accomplish and the scope of our services in terms of how we can help. 

Step 2

Gather Information

Once we’ve determined we’re a good fit for each other, we’ll ask you to gather information about your current finances that may assist us moving forward.

Step 3

Analyze Your Circumstances

With relevant information in hand, we will conduct an in-depth analysis of the strengths and vulnerabilities of your current financial situation before determining an appropriate course of action. 

Step 4

Develop Recommendations

The next step is to develop and present recommendations to help you meet your goals. We will discuss how we determined these strategies and offer alternatives, if necessary. You will also have the opportunity to ask any questions you may have. 

Step 5

Put Your Plan Into Action

When you’re comfortable and confident with our recommendations, we will begin working on taking the next actionable steps together. We will define what will be monitored and how often, as well as when your recommendations will be updated. 

Step 6

Maintain a Collaborative Partnership

Over time, we will continue to monitor your plan’s progress and make adjustments based on the milestones and life events you encounter. Our goal is to ensure your plan remains on track with your evolving needs and goals. 

We’ll Provide an Ongoing Relationship

To Keep You Informed

Get Started With a Discovery Meeting