The Financial Planning Process

Financial Planning Process        

1) Initial Consultation - It's our job to listen and get to know you and your concerns

2) Goal Setting and Mutual Commitment - First, let's agree on overall goals, your investment risk tolerance, and communication styles

3) AnalyzeWe work with you to take a detailed inventory of assets, income + spend, and utilize planning tools for projected results

4) Recommendations -  We present comprehensive and detailed recommendations and explain scenarios and key assumptions.   

5) Implementation - Once and action plan is agreed, we work with you to put recommendations into actions.  



6) Monitoring & Follow up We update you on progress, and follow up to make sure all agreed on steps are put in place

7) Check Ins - We encourage you to call any time you have questions as financial plans ... as well as life events ... are always changing.    We'll pro-actively check in from time to time to ensure your financial service needs are being met.


At Gateaway, we provide you professional advice and wealth management services to help you and your family achieve your financial dreams and goals. 

Once your goals have been established, we will customize appropriate strategies to support your objectives. We utilize the latest in technology and specialized services to help execute a sound financial program.