Financial Planning
Our financial planning services provide you with comprehensive and thoughtful guidance and ongoing support on your journey toward your financial goals and the day-to-day decisions you face.
A Lighthouse Guiding
You to Financial Mutuality
We believe that financial well-being is for everyone. Picture this: no more drowning in confusing financial choices, no more feeling lost in a sea of options. Our financial planning services are a lighthouse guiding you through uncertain waters.
Every step of the way, you’ll have a hand on the tiller, empowered by knowledge and supported by your dedicated advisor. More than just a product, the end result is a haven where, regardless of your current financial landscape, experts who truly care can offer their guidance. Leave behind the fear of the unknown as we address these concerns:
The Planning Deliverables
At WatersEdge Wealth Management, we go beyond traditional planning by focusing on your unique goals, values, and vision for the future. With our personalized approach, you’ll gain clarity, confidence, and a strategy designed to grow with you, including:
› Your goals and vision for the future map
› Your guiding money principles
› Personalized financial portal
› Investment review summary
› Regular reviews as well as ad hoc meetings
to meet your changing life needs
Ongoing advice starts here
with four meetings
Discovery meeting
- › Your current situation and goals
- › Your values and money belief system
- › Your finances
- » Assets
- » Liabilities
- » Income
- » Expenses
Your financial
position meeting
› Review of preliminary financial plan
Investment review meeting
› Review of all your current investments › including 401k plans, IRAs,
and trust accounts.
Protection inventory review
& Estate planning review
› Beneficiaries/Wills/Trusts
› Life/Disability
› Long-term care
Flat-Rate Pricing for Maximum Transparency
We believe that financial well-being is for everyone. Picture this: no more drowning in confusing financial choices, no more feeling lost in a sea of options. Our financial planning services are a lighthouse guiding you through uncertain waters.
Every step of the way, you’ll have a hand on the tiller, empowered by knowledge and supported by your dedicated advisor. More than just a product, the end result is a haven where, regardless of your current financial landscape, experts who truly care can offer their guidance. Leave behind the fear of the unknown as we address these concerns:
Financial Planning FAQ
Do you have to manage my investments?
We understand not everyone needs the full scope of services offered in our financial planning services . If you prefer, you can continue to access our individual services based on your specific needs. However, we offer significant value and convenience compared to choosing individual services separately.
Who can I contact for more information or support?
We’re happy to address any questions or concerns you may have. Please feel free to contact your dedicated advisor directly, or reach out to our client support team.
Contact Information
admin@watersedgewm.com
Feedback Form:
We value your feedback! Please share your thoughts and suggestions about our financial planning services by completing our brief feedback form.