At CarriageGate Wealth Management, we help our clients put financial plans in place and stick to them.
Here's a snapshot of how we will work with you:
We begin by listening to your story, asking questions, and gathering information about your current investments and attitudes
We look to understand your goals, resources, and preferences
Gaps in your current financial plan are discussed and prioritized
Your risk tolerance is determined and will serve as a touchstone for your new plan
Together we decide whether it's appropriate to move ahead
We present an initial plan with a Financial Action Checklist
Recommendations are presented for high-priority financial planning strategies
Our approach aims to help you invest within your risk boundaries and to stay focused on the long term, which is fundamental to creating better outcomes
With your approval to move ahead, we open and fund your new account with us
We address any final questions and put your investment plan to work
We take steps to implement the remaining financial planning recommendations
A 45-day meeting is scheduled in which we'll confirm your progress and create your personal Client Engagement Roadmap
We regularly monitor your plans and check in with you for periodic updates
New strategies or tactics may be explored
Changes are recommended as appropriate
Most importantly, we are always available to answer any questions you might have
Our mission is to consistently deliver the service you deserve
