Our Simple, Guided Path
Step 1. Conversation – Let's get to know each other a bit 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.
Wave's 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 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
Our Fiduciary Oath
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 six 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®