facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

The Cardinal Success Journey™

Is Your Financial Strategy Aligned with Your Vision?

Let’s talk about it.

Schedule a Call

How You’ll Get Clarity and Peace of Mind When It Comes
to Your Retirement Planning

At Cardinal Wealth Group, we deeply believe that the true value of planning is in the process of planning, rather than the plan itself.
The Cardinal Success Journey, is comprised of a 5-step process, where we will evaluate where you are, and guide you to where you wish to be.

Step 1

Listening Session

During this initial phone call, we can get to know each other and discuss your financial life to determine if CWG is the right financial partner for you.

Schedule a Call


Discovery Meeting

Together, we will take a deeper dive into your situation to navigate how we can help you prepare for retirement. We’ll see where you are now, and discuss your goals and aspirations.


Finalize a Plan

Each journey to retirement is unique, which is why we make sure that your financial roadmap is right for you. Throughout a series of meetings, we will construct and finalize your plan.


Put Your Plan Into Action

Now it’s time to take action. We prioritize the most important tasks while scheduling others for the future. We also monitor your plan so that changes can be made as opportunities and challenges arise, along with investment management.



Be confident. Live your life. We will monitor your plan’s progress to make adjustments with you as needed, so that you can live each day without stressing about your money.