Our process
Interview: At CoveredBridge™ we get to know your unique situation: your goals, dreams, aspirations.
Match: After the interview, we use your CoveredBridge™ profile, coupled with public and private data sources, to match you to the advisers that best suit your needs.
Introduce: Once we identify suitable matches, Coveredbridge™ will shop your profile to a prescreened shortlist of advisers who best meet your needs. Coveredbridge™ will then re-prioritize the list based on fees and fitness. We will then facilitate an introduction to the top match.
Maintain: As both your needs and adviser capabilities change over time, Coveredbridge™ will work with both parties to ensure the ongoing fitness of the relationship.