From Pieces to Progress™
WHAT HAPPENS WHEN I CHOOSE WAVE WEALTH PLANNING CO?
What to Expect From Us
You bring your goals, questions, and perspective. We bring the experience, research, and investment philosophy to help you make thoughtful decisions.
Because we serve a limited number of households, we're able to work with our clients in a deep and ongoing way. That means taking the time to understand your life, communicate clearly, and make significant progress together.
We believe the best relationships are built on trust, communication, and progress. Our commitment is to be your trusted advisor, communicate clearly, and focus on making progress. In return, we ask for your trust, consistent communication, and a willingness to engage in our client experience.
Together, we build a long-term relationship focused on one thing: Helping you live your version of the good life™
The Starting Point
The Starting Point is how we begin building our relationship, gain an understanding of what's important to you, and create a path forward together.
We focus on your most important goals, value, and concerns, seeking to find the right solutions, bringing the pieces together, and focusing on progress.
1
Conversation
ARE WE A GOOD FIT?
Every relationship starts with a conversation.
We'll talk about what brought you here, what questions or challenges you're facing, and what you're hoping to accomplish. We will determine if we're a good fit.
We believe successful financial planning and investing relationships are built on trust, communication, and shared expectations. This conversation gives both of us the opportunity to understand what working together could look like, and whether we are the right partner to help you move forward.
We will share clear and simple details on our fee-only model, our core values, expectations, etc. during this call and in writing at the end of the call.
2
Discovery
WHAT IS YOUR VERSION OF THE GOOD LIFE?
Before we can begin building your comprehensive financial plan, we need to understand the person behind the financial picture.
Discovery is about stepping back from the day-to-day and looking at the bigger picture. We'll explore your goals, priorities, experiences, and relationship with money to better understand what matters most to you.
What would you like to make progress on soonest?
What does financial freedom mean to you?
What is your version of the good life?
These conversations help us move beyond simply asking what you want your money to do and begin understanding what you want your life to be.
3
Planning
USING MONEY AS A TOOL TO LIVE YOUR VERSION OF THE GOOD LIFE
Once we understand where you are and where you want to go, we will begin bringing the pieces together into a clear picture.
Our financial lives are rarely made up of just one decision. Investments, retirement, taxes, cash flow, insurance, estate planning, and other financial decisions all affect one another. Our role is to help you see the bigger picture and understand how the pieces fit together.
Together, we build a cohesive strategy designed to bring greater clarity, confidence, and simplicity to your financial life.
From Pieces to Progress™
4
Ongoing Partnership
SIMPLY, IMPROVE, REPEAT.
The plan is designed to evolve as your life does. Through regular progress reviews and ongoing conversations, we look at what has changed, what’s working, and where there may be opportunities to improve.
Our Wave Fiduciary™ Framework provides clients with ongoing, as-needed access to their CFP® as well as holistic progress review meetings every six months. All focused on: Helping you live your version of the good life™.
GoodLife Planning. WaveFocused Investing. Ongoing Partnership.
From Starting Point to Progress
A financial planning relationship is built over time through trust, communication, and a shared commitment to making progress.
As your life changes, we'll continue asking questions, evaluating decisions, and adjusting the path forward.
Because your version of the good life may evolve. And your financial plan should evolve with it.