For each step along the way… Let WaterRock lead your path.
Our approach to wealth management is built on a strategic process, focused on today with an eye on the future.
We’re here to ensure that the fundamentals of your financial plan are in place so you can be better prepared for what lies ahead.
Our Process Combines:
Access to your own Personal Financial Website including a Financial Organizer for your personal finances, a Digital Vault for your documents, alerts, reminders and mobile access.
Accountability and advice from your own personal financial advisor, with discussions around your short and long-term aspirations and how to make them a reality.
Connections to other financial specialists and resources including Estate Attorneys, Accountants, Private Bankers, Insurance and Real Estate specialists.
Anticipation – Your Financial Lens
Our process begins with a look at your finances from the perspective of your “Why.” How does your “Why” guide your financial choices, and what impact will those decisions create for both the short and long-term?
We consider your:
Financial Objectives: Assess your personal motivations, craft your financial mission statement, and focus on living with significance, not just success.
Financial Investments: Consider the impact of your financial investment opportunities, craft an investment guideline statement, and focus on investing with purpose.
Financial Generosity: Discuss your philanthropic legacy plan, craft your family generosity statement, and focus on sharing with intention as an example for future generations.
Preparation – Your Financial Foundations
With your “Why” in place, our process continues by reviewing the basics and ensuring your financial plan is built on a strong foundation by understanding your current financial situation. Financial Foundations includes:
Organizing your cash flow and balance sheet
Reviewing core topics like wills and insurance
Identifying any obvious financial mistakes
Exploration – Your Financial Possibilities
Once we have your Foundations in place and a clear Financial Lens in focus, we transition our conversations to the Financial Possibilities that exist. In this stage of the process, we work to:
Discern in vivid detail the hopes and dreams for your financial future
Model a comprehensive strategy with future projections
Maximize the financial resources you have been entrusted to steward
Are you ready to take a step toward clarity and confidence in your financial life?
Schedule a complimentary “fit meeting” or phone call with us today.