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Step 1 - Read Up

At Cairn Financial Group, it is important that investing for your future, paying off debt, and planning for retirement be as painless as possible. The same holds true when it comes to deciding if Cairn is the right advisor for you.  The onboarding process at Cairn can be broken down into easy steps and begins by simply reaching out. We will want to learn about you and hear what is important to you in your financial planning.  Of course, we will share more about what services we provide and our mission and vision - all with the goal of assessing if and/or how we could best work together.  Here's what you can expect to happen when you reach out.


Step 2 - Contact Us

An initial consultation with Cairn Financial Group is always free. If you'd like to talk with an advisor, learn more about our services, or become a client, then simply contact us by using the button at the bottom of the page, following the "Contact us" tab, or sending us an email or phone call. Feel free to ask any questions you may have, and if you'd like to move forward in the process then we will schedule a meeting to get to know each other better.  Our priority in that meeting will be to listen to your priorities and to give you any and all information necessary to make an informed decision on whether you'd like to take the next step with Cairn. In this meeting, expect to discuss your goals for the future, immediate financial requirements, and investment strategies as well as our fee structure, etc.

Step 3 - Move Forward

At this point, you have decided you'd like to work with us.  Great!  Our next step is to gather information about your current financial picture.  Whether we are managing your investments, acting as your personal CFO, or both, we will work with you to gather as much relevant information as possible in order to create an effective plan.  Expect to hand off the majority of work but be involved in the brainstorming process as we organize data and design our rough drafts of your plan.

Then, as we paint a clear picture of what your current financial standing looks like, we will work together to create a financial plan and the investment strategy that is best for you.  Following the recommendations laid out in your plan, we will take responsibility in overseeing any implementation.  Whether that means opening the necessary accounts in-house, or simply taking your hand and holding you accountable to execute important legal documents, we will help you take the steps necessary to get your plan running smoothly. 

Finally, Cairn not only recognizes the importance of implementing a plan well but also emphasizes the need for refining that execution over time.  Cairn works with you to ensure that over time, your financial plan and investment strategy progress and evolve to meet your needs.  As life goes on and things change, Cairn is positioned to adapt to your evolving needs. 

If you are in need of financial guidance Cairn Financial Group is here to help.  Hit the Contact Us button below!

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