Purposeful. Planning.
At Narrow Gate, we use a defined process that enables us to effectively serve every client. Your goals are at the center of every step of our collaborative process:
Understand
- Our goal is to discover what is important to you and ask and listen to your goals and concerns. We will both determine if our team is a good fit for you and provide clarity around our purpose-based approach and the levels and cost of planning available to you.
Strategize
- Develop your personalized financial road map based on what is important to you. Assess how you are currently positioned and create a clear, personalized plan to support you reaching your purposeful goals.
Implement
- Introduce our unbiased recommendations and research. Collaboratively decide on prioritization of planning implementation, incorporating our team investment and retirement philosophy.
Adapt
- Life changes. We’ll continue to work together to update and refine your strategy so that the plan stays in motion as you continue to achieve your goals.
To be able to roll up our sleeves and provide this unbiased advice, we charge a minimum $2500 annual planning fee or manage $250k of assets at a 1% flat fee.
Who We Help:
Executives - Ned and Nancy Nashville, a local consultant and engineer, are active with multiple non-profits and stay busy with four teenage kids. While they are blessed with income that covers day to day expenses, they are navigating how to save for college, purchase a vacation home, and save for cars while making sure they are on track for financial independence. After clarifying what is most important to them, we maximized group benefits and built a cash flow plan ensuring that discretionary income addresses these simultaneous goals. This meant prioritizing short term goals without sacrificing long-term objectives and doing so in a tax efficient manner.
Retirees - Rob and Rebecca are charitably minded with questions on how much they are able to give away without sacrificing their retirement income. They are also concerned with benefiting their future heirs, the charities they support, while minimizing taxes. After developing an income strategy and investing the dollars appropriately, we utilized a donor advise fund and worked with their estate attorneys to draft new wills and trusts.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
