The Wave Fiduciary™ Framework
PLANNING, INVESTING, PARTNERSHIP
Our Mission
We seek to provide the highest level of service, maximizing your likelihood of long-term success and peace of mind. Every client works one-on-one with their fee-only, fiduciary CFP® professional (10+ years' experience). Money can be complicated, but we believe in making it simple so you can focus on living.
GoodLife Planning
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Ongoing access to your CFP® professional
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Simple & holistic financial plan
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Clear financial picture
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Cash flow optimization
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Financial health tracking
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Accountability coaching
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Detailed recap email after every meeting
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Regular progress & review meetings
From Pieces to Progress™
Grow & Protect Your Wealth
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No commission-based products
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Investment portfolio review
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Tax-strategic planning
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Insurance planning
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Estate planning
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Debt & student loan planning
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Workplace benefits planning
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Coordination with other professionals
Plan for Financial Independence
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Retirement planning
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Financial independence/retire early
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Social Security & healthcare planning
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Real estate planning
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Business planning
Plan for Life's Biggest Decisions
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Life planning
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Family & estate planning
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Education planning
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Business owner/self-employed planning
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Major purchase planning
WaveFocused Investing
Disciplined Investment Approach
​ Option 1
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Business-focused investing
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Long-term value investing
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Fundamental analysis of companies
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Option 2
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Passive, low-cost index investing
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Long-term simplified investing
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Diversified market exposure
Transparency, Education, & Support
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Investment Principles
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Investment Policy Statement
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In-house investment research
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Ongoing education & communication
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Clarity around your portfolio
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Alignment with your financial plan
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Premier technology & personal dashboard