Sales trainer and licensed financial advisor Frank Cardia has led the financial services firm Blue Sky Financial since 2011. In this role, Frank Cardia connects venture capital groups and individuals to unique investment opportunities. Blue Sky implements its advisory process through six main principles.
Every Blue Sky client goes through the same dynamic and responsive six-step process. Before offering any advice, Blue Sky professionals gather and organize all relevant documentation to establish the client’s financial standing and asset picture. Next, the consulting firm’s team of financial experts review the client’s current and future financial needs and goals. This information is used to develop a sound financial plan complete with actionable steps to achieving stated goals.
During the implementation process, Blue Sky experts remain on-hand to advise clients and provide ongoing maintenance and management. If a client’s circumstances change, Blue Sky quickly identifies if any area of the plan must be updated or altered. The firm also undertakes routine evaluations of all financial plans to ensure that every client’s financial interests are protected.