Client Experience Preview
No commitment. No pressure. Just clarity.

See what working with us
actually looks like

Most advisors hide behind a calendar link. We'd rather show you the experience first — so you know exactly what you're walking into.

5 minutes
No personal data needed
See a real planning deliverable
Who best describes you?
Business Owner
Running a business and thinking about what comes next — exit, taxes, and building real wealth beyond the company.
Exit Planning Tax Strategy Legacy
Near or In Retirement
In or approaching retirement and focused on making your money last — income, taxes, and not outliving your assets.
Retirement Income Tax Efficiency Security
Veteran or Military Family
Navigating military benefits, transition planning, and building a financial future that honors your service.
VA Benefits Transition Family Security
Step 1 of 5

Tell us about your situation

No personal details needed. Just a few rough numbers so we can personalize what comes next.

Household income
$250,000 /year
Under $100k$1M+
Total assets
$1.5M estimated
Under $250k$5M+
Years to retirement
10–15 years
Already there15+ years away
Biggest financial priority
Step 2 of 5 · Personalized for you

Here's what we'd be thinking about

Based on what you shared, here are the planning areas we'd dig into with someone in your situation.

Your Planning Profile
Based on your inputs — this is the kind of work we'd do together
What the Cadence process covers
Step 3 of 5

The people behind the plan

We're not a faceless firm. Here's who you'd actually be working with.

Sean Williams
Sean Williams, CFP®, CEPA®, RICP®
Founder & Lead Advisor
🎖️ Marine 🎸 Plays Banjo 🌲 Builds Treehouses 👨‍👧 Super Dad 🦶 Hates Closed-Toe Shoes 🧠 Moderately Intelligent
Nick O'Kelly
Nick O'Kelly, CFP®, RICP®
Director of Financial Planning & Lead Advisor
🎖️ Green Beret 🚁 Special Ops Helicopter Pilot 🏆 Undefeated Dad of the Year 🙏 Christian, Husband, Dad ⚡ Works Hard / Plays Hard
Leslie Gregory
Leslie Gregory
Director of Client Experience & Operations
👩‍👧 Wife & Mother 🧠 Intelligent 😂 Funny (self-described) 🐾 Loves Animals ⏱️ Dislikes Tardiness
Step 4 of 5

Your planning deliverable — live

This is the actual format we use with clients. Toggle between Current Plan and Optimized to see the before and after.

The Johnson Family · Sample Financial Plan

Business owners, late 40s · $2.8M in assets · Prepared April 2026

Sample Client
Cadence Financial Plan · April 2026
Financial Plan for Marcus & Jennifer Johnson
Prepared April 2026
0
out of 100
Financial Health Score
Overall health is Good

Why This Plan Matters

Financial Freedom
Build independence beyond the business
Family Protection
Protect what matters most
Legacy
Build wealth that outlasts you
Financial Snapshot
Income, expenses, and savings rate
Household Income
$320,000
Annual Expenses
$138,000
Savings Rate
Excellent — above recommended 20%
~43%
%
Effective Tax Rate
~19.2%
%
Marginal Tax Rate
24%
Investments
Portfolio allocation and tax location
Asset Allocation
Recommended portfolio mix
Asset Location
Tax treatment of investments
Good balance: Tax-efficient withdrawal strategy in place.
Risk Management
Insurance coverage review
Estate Planning
Documents to protect your legacy
Tax Planning
Strategies to minimize lifetime tax burden
Retirement Income
Projected sources and sustainability
Your Action Plan
Prioritized steps to strengthen your plan

This could be your plan.

Your numbers. Your priorities. Your family. Let's build it.

Step 5 of 5 · The finish line

You've done the hard part.

Now let's have a real conversation. No pressure, no pitch — just a straight talk about whether we're the right fit.

Ready to meet your advisor?

Book a free 30-minute intro call. We'll listen first, talk second, and never push you toward something that doesn't make sense for you.

🤝
No obligation
The intro call is a conversation, not a sales pitch. You decide what comes next.
🛡️
Fiduciary always
We're legally required to act in your best interest. Not our firm's. Not a product company's. Yours.
📍
Concord, NC based
We work with clients locally and nationwide. Face-to-face or virtual — your preference.
What happens next
1
Intro call
30 min, you drive
→
2
Perspective meeting
We dig into your situation
→
3
Direction meeting
Your plan takes shape
→
✓
You're a client
Only if it's the right fit
Cadence Wealth Partners
845 Church Street N., Suite 205, Concord, NC 28025
cadencewealthpartners.com