Wealthgate Financial - Our Process

Our Process

We've developed and refined a process to put the pieces of the financial puzzle together and we call it the 3D investment process. 3D stands for:

Discovery, Design, and Deploy

Discovery

We begin by getting to know you, your goals, priorities, and concerns. This helps us understand what matters most.

Design

Using what we have learned, we create a personalized financial strategy tailored to your goals.

Deploy

We implement the strategy, closely monitor your progress, and make thoughtful adjustments as it evolves.

Our process is driven by personalized financial planning and includes, investment management, retirement planning, risk management, tax planning, estate planning, debt and cash flow, educational planning and philanthropy. Our process is designed to adapt so that our clients never outgrow our process, they fit into it, as their lives unfold and needs evolve.

As our clients prepare for Critical Financial Events which are as diverse as planning for retirement, selling a business, receiving an inheritance, buying a recreational property or proactively planning for their legacy, our resources and experience help prepare for such events, so that our clients may work towards their financial and lifestyle goals.

What Our First Meeting Typically Looks Like:

Our first meeting is an opportunity to get to know one another. We’ll discuss your financial goals, priorities, and expectations while introducing you to our planning philosophy and approach. Together, we’ll determine whether we’re the right fit to build a long-term financial relationship.

Let's See If We Are a Good Fit!

tassone.christopher@principal.com | 843-682-4900

Are We A Good Fit?

Have a Question? Please fill in your information below and click send.

Name

Email

Address

Phone

Question

Thank you!

Oops!