Client Journey Financial Services - Wave Wealth Planning Co.

From Pieces to Progress™

Our Core Values

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 & investments.

Independence - You deserve the freedom and peace 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.

"It's so simple. You spend less than you earn. Invest shrewdly, and avoid toxic people and toxic activities, and try and keep learning all your life, etc. And do a lot of deferred gratification because you prefer life that way. And if you do all those things you are almost certain to succeed. And if you don't, you're gonna need a lot of luck." - Charlie Munger

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Our Simple, Guided Path

Start Your Journey

Step 1. Conversation – Let's get to know each other and see if we're a good fit (no cost or obligation).

Step 2. Discovery – Discussion with the goal of truly understanding you, your goals, and your current situation

Step 3. Planning – Collaborating on a simple, strategic plan that aligns with your goals, this will be a key part of our ongoing service to you.

Step 4. Progress – We will help you implement your plan and achieve your goals for as long as you wish.

Our premier technology is simple to use and easy to access:

Our Fiduciary Oath

Blake cares deeply about my clients' success. I'm nostalgic about the future, in part because of my enduring belief in the power of good people.

You can find me cheering on the Titans at Nissan Stadium most Sundays in the fall. I also love reading, running, and walks with my dog, Willie.

I'm honored to serve as the Investment Committee Chair on the board of Insight Counseling Centers here in Nashville.

My focus value investing philosophy and commitment to progress stems from my continual study of Warren Buffett and his remarkable investment record.

I've had the privilege of conducting thousands of financial planning appointments and serving hundreds of good people as an trusted guide on their journeys to financial peace. I'm a CERTIFIED FINANCIAL PLANNER™, having spent countless hours mastering the full scope of comprehensive financial planning.... 10+ years experience in working with clients or helping clients for 10+ years.

After spending many years at a large financial institution, I founded WWP in 2020 with a simple goal: always put my clients first.

My focus is on helping clients simplify & improve their financial life. I look forward to meeting you.