Financial Planning

Financial Planning


No client’s financial picture is identical. Because of this, it is important to approach the financial planning process with fresh eyes and a distinct approach. You can rest assured that Carrigg Wealth Advisors brings proven expertise and an innovative perspective to the table when working with each individual client.

When looking at numbers, it’s easy to forget the importance of your relationship with your financial advisor. By spending the time to get to know you and your unique circumstances, we customize a financial plan for your goals and objectives. An important part of this process is getting to know you and your family, listening well to what you have to say, and asking the right questions along the way.

We believe that financial planning is an ongoing process, not just a one-time discussion. After all, your life, your goals, and your needs, are constantly evolving. With this in mind, we continually update financial plans as our clients’ lives and objectives shift. We like to “hope for the best, but plan for the worst,” by thinking of what could go wrong and aid you by helping prepare accordingly.

Our goal is to develop a financial plan that makes you feel confident in meeting your current and future financial objectives, to be your resource for learning about your financial strategies, and to equip you with a seasoned team to help grow your resources.

We use state of the art planning tools to illustrate the most efficient path towards achieving realistic financial goals.