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My Approach

Relationship Overview


Introductory Meetings

(Month 1)

Two complimentary meetings to determine fit, gather information, and recommend next steps.

Think About It

Take your time to determine whether Kardinal Financial is right for you.

Onboarding

(Months 2-6)

Several meetings to begin implementing your financial plan.

Transition

Review progress, outstanding action items, and transition to ongoing relationship schedule.

Ongoing Relationship

(Months 6+)

A regular meeting cadence and proactive communication ensures your plan evolves with you.


See below for additional detail.


Introductory Meetings and Onboarding


Introductory Phase 

(Month 1)

Complimentary Consultations

  • Introductory Meeting

    (30 minutes)

  • Learn about you
  • Understand whether we are a good fit
  • Gather information for proposal
  • Recommendations
    Meeting

  • Review your current financial dashboard
  • Lay out initial roadmap
  • Decide whether to become a client

Onboarding Phase 

(Months 2-6)

Plan Design & Implementation

  • Get Organized Meeting

  • Get clear on your priorities and values
  • Organize key financial documents
  • Get set-up on financial planning hub
  • Priorities & Risk Meeting

  • Determine strategies and processes for your priorities
  • Review risk management framework
  • Emergency fund, beneficiary designations, life & disability coverage, estate planning
  • Investments & Tax Meeting

  • Retirement and education planning
  • Identify risk tolerance and strategy for each investment account/goal
  • Review previous year tax return and tax planning opportunities
  • Review & Transition Meeting

  • Review progress and outstanding action items
  • Review updated financial statements
  • Transition to ongoing relationship schedule

Ongoing Relationship

Plan monitoring, review, and implementation


Winter

meeting

Year in Review

Cash flow and Net Worth Update

Confirm Values & Priorities

Spring

meeting

Retirement & Education planning

Investment Review

Tax Return Review & Planning

Fall

meeting

Risk Management Review

Company Benefit & Open Enrollment Review

Insurance & Estate Planning Review

Year-Round

Service

Ad-hoc meetings as your life changes

Proactive review and communication

Professional investment management

Services & Pricing