Defining financial freedom is personal Achieving financial freedom should be, too

Wherever you want your journey to take you, we'll guide you one mile at a time

Your Roadmap.

Each journey begins at the Carriage House.

This is where the plan is made, the route is carefully selected, and the uncertainties of the road ahead are thoughtfully considered today.

Your Journey.

Along your journey, life will happen. Things will change.

So will the financial decisions you face. Your Plan will need to adjust with you.

Like a navigator to a pilot, Carriage House Planning will be at your side, guiding you toward your success.

Your Carriage.

Your personal wealth portfolio can be likened to a mode of transportation.

There is no single best way to travel. The question is:

“Which is best for me and my journey?

The Latest from Carriage House Planning

Featured update from Carriage House Planning
Driving a Minivan on the Autobahn
Driving a Minivan on the Autobahn

The minivan is your financial plan and investment portfolio. The investment market turmoil of 2022 is akin to the flight delays, hindering you from reaching your destination as quickly as you may have hoped. Inflationary pressures, Federal Reserve monetary policy, a looming recession risk, and geopolitical instability are akin to the bad weather all around. And those cars racing past you? Those cars are the S&P 500 and Nasdaq 100 indexes. More specifically, those cars are what have been dubbed the “Magnificent 7 stocks”, or “Mag7” for short.

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