Home

My Process: Your Path to Financial Confidence

At Water Street Wealth, your financial journey is my top priority. My streamlined process is designed to help you achieve your goals with clarity and confidence.

  • Discovery Meeting: Understanding Your Unique Story

    I begin with a complimentary consultation to learn about your financial situation, goals, and concerns. This is your opportunity to:

    • Share your financial aspirations and challenges
    • Ask questions about my services and approach
    • Determine if I'm the right fit for your needs
  • Comprehensive Analysis: Mapping Your Financial Landscape

    After our intial meeting, I conduct a thorough analysis of your financial situation, including:

    • Reviewing your assets, liabilities, income, and expenses
    • Assessing your risk tolerance and investment preferences
    • Evaluating your current financial strategies and identifying potential gaps
  • Strategy Development: Crafting Your Personalized Plan

    Based on my analysis, I develop a tailored financial strategy that addresses your specific needs and goals. This plan may include:

    • Investment recommendations aligned with your risk tolerance
    • Retirement planning strategies
    • Tax optimization suggestions
    • Estate planning considerations
    • Risk management and insurance reviews
  • Plan Presentation: Empowering You with Knowledge

    I will present your personalized financial plan in detail during our next meeting. You'll have the opportunity to:
    • Gain a clear understanding of my recommendations
    • Ask questions and provide feedback
    • Decide on the next steps for implementing your plan
  • Implementation: Putting Your Plan Into Action

    Once you're comfortable with the proposed strategy, I will assist you in:
    • Executing the agreed-upon recommendations
    • Setting up necessary accounts and making initial investments
    • Coordinating with other professionals (e.g. attorneys, CPAs) as needed
  • Ongoing Management and Review: Adapting to Your Evolving Needs

    Your financial journey doesn't end with implementation. I provide continuous support through:
    • Regular portfolio reviews and rebalancing
    • Annual strategy meetings to assess progress and make adjustments
    • Ongoing communications to address any questions or concerns
    • Proactive updates as your life circumstances or financial goals change

 At Water Street Wealth, I am committed to guiding you towards financial success. Let’s start your journey to financial confidence today.

 

 

Screenshot 2023 10 24 at 1.08.16 PM