Our Process

Discovery

Every relationship begins with learning about dynamics. Where are you currently? What is your vision for the future? When do you want to achieve your goals? This discovery phase also allows us to establish :

• What we do
• How we are compensated
• What our responsibilities are

Design YOUR PLAN

We take a holistic look at every aspect of your financial health. Once we evaluate your current state, we will craft a plan with strategies to help achieve your goals. This process involves meeting with you to:

• Review recommendations
• Listen to feedback

Implementation

Once you accept our recommendations, the plan is implemented. Depending on the specific recommendation, the implementation and action items will be completed by:

• Water Street Wealth Management
• You, the client
• Outside professionals including estate planning attorneys, CPAs and insurance specialists.

Maintenance

Life is always changing. Once your plan is implemented, we continually monitor and communicate the progress towards your goals. We will develop a communication plan that makes sense and adjust recommendations as needed along the way. Planning a client’s personal finances is not a one-time event. We’re with our clients every step of the way!