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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: CARDINAL POINT WEALTH MANAGEMENT, LLC CRD Number: 151579OtherThanAnnual
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How to fill out cardinal point wealth management

01
Gather all necessary financial information such as income, expenses, assets, and debts.
02
Identify your financial goals and objectives.
03
Meet with a financial advisor from Cardinal Point Wealth Management to discuss your current financial situation and future goals.
04
Work with the advisor to develop a personalized financial plan that aligns with your goals.
05
Implement the recommendations outlined in the financial plan.
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Regularly review and update your financial plan to ensure it remains relevant and aligned with your goals.

Who needs cardinal point wealth management?

01
Individuals who want to maximize their wealth and achieve their financial goals.
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Families who want to create a comprehensive financial plan for their future.
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Business owners who need help managing their personal and business finances.
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Retirees who want to ensure their financial security in their golden years.
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Cardinal Point Wealth Management is a financial planning and investment management firm specializing in assisting clients with cross-border financial planning, tax planning, and investment management.
Individuals or entities who seek financial planning and investment management services from Cardinal Point Wealth Management are required to file.
To fill out Cardinal Point Wealth Management, clients need to provide detailed information about their financial goals, assets, liabilities, income, and expenses to their assigned financial advisor at the firm.
The purpose of Cardinal Point Wealth Management is to help clients make informed financial decisions, maximize their wealth, and achieve their financial goals through strategic financial planning and investment management.
Clients must report their financial goals, assets, liabilities, income, expenses, risk tolerance, investment objectives, and any other relevant financial information on Cardinal Point Wealth Management forms.
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