Our initial conversations with you are designed to determine if our philosophical approach to financial design is aligned to your personal fiscal goals. This is where we engage in a vision-building dialogue with you, discussing your plans for the future and your investment in those plans. We then work with you to articulate a process that will fulfill on your future’s potential.
After envisioning where you want to go, we need to define where you are today. By
completing our Confidential Financial Questionnaire, we are able to evaluate your
current financial situation and its relation to your long-term wealth goals.
DRAWING YOUR BLUEPRINT
With your Confidential Financial Questionnaire as background, we construct a
blueprint of your current wealth status. The blueprint allows us to analyze your
financial strategy, identifying potential inefficiencies and projecting what the
outcomes of your current courses of action are likely to be. This is a time for
clarity, exploration, and growth, as you begin to realize the wealth of possibilities
that exist for the future you are creating.
Here is where your future gains momentum. You begin to see the power that is
available to you using Cambium’s holistic planning process as your guide. The
innovative strategies we implement on your portfolio are measurable and designed
to help give you superior results instead of average product performance.
CO-AUTHORING YOUR FUTURE
After our strategies have been integrated into your financial pathway, we want
to hear what you have to say about The Cambium Experience. Since we work exclusively through personal introductions from our clients, we aim to enhance
our process each and every time. This conversation also sets the stage for our communications for the upcoming year prior to your annual review. During this time, we like to give you the opportunity to share this important process with those closest to you. We’re dedicated to your future and everyone in it.