Our Simple, Guided Path
Step 1 Introduction – We will have an introductory phone call (no cost or obligation) to get to know each other and see if we are a good fit. We love meeting new people and seeing if we can help!
Step 2 Discovery – We will have 2 appointments with the goal of truly understanding you, your goals, and your current situation. This is where the fun begins.
Step 3 Planning – We will construct a strategic plan for you that connects you to your future goals. We will have 2-3 appointments to discuss and collaborate on your comprehensive plan. This will be a key part of our ongoing service to you.
Core Values of WAVE
Integrity - You deserve honesty and transparency. We will do what we believe is in your best interest at all times, never selling products or accepting commissions.
Service - You deserve a wonderful experience. We seek to offer an unmatched level of service and care to all clients at all times.
Simplicity - You deserve simple, yet strategic. We will help you truly understand your financial plan.
Independence - You deserve the freedom that comes from being financially independent. We will help you chart your path.
Empathy - You deserve to be heard and understood. We will seek to clearly understand you and become the empathic guide on your journey.
"The secret of getting ahead is getting started. The secret of getting started is breaking your complex, overwhelming tasks into small manageable tasks, and then starting on the first one." - Mark Twain
Step 4 Implementation – We will help you implement your plan and begin achieving your goals now and throughout the future. Like a workout plan, a financial plan is only as good as the action you take with it.
I care deeply about my clients' success and view all clients as friends. I'm nostalgic about the future, in part because of my enduring belief in the power of good people.
I've had the privilege of conducting thousands of financial planning appointments and serving hundreds of good people as an empathetic guide on their journeys to financial peace. I'm a CERTIFIED FINANCIAL PLANNER™, having spent countless hours mastering key comprehensive financial planning topics.
After spending nearly 6 years at a large financial institution, I founded Wave Wealth Planning, LLC with the goal of always putting my clients first.
Here to help,
James "Blake" Bowman, CFP®
Founder & Financial Planner