Financial Planning Reimagined January 27th

Powerful Planning. Purposeful Living.

An evening of great food, engaging conversation, and fresh perspective on what financial planning can really be.

Join us for appetizers and drinks while we explore the question everyone's thinking but few are asking: What if your financial plan actually helped you live the life you want, not just fund the retirement you're supposed to want?

What You'll Discover:

• How life planning and financial planning work together (and why both matter)
• The Great Waters difference: our approach to the technical side
• What "purposeful spending" actually means in practice
• Insights from guest speakers on (specific life planning topics: wellness, purpose, transitions, etc.)

Who Should Come:

• Current clients who want a refresher or to hear our latest thinking
• Anyone curious about a more holistic approach to financial planning
• Friends, family, or colleagues exploring their options with Great Waters Financial
• Anyone who suspects there's more to financial planning than spreadsheets

The Format: A relaxed, conversation-driven evening where you can ask real questions, meet our team, and connect with others who care about living intentionally. Plus, we're bringing in expert voices beyond finance to give you curated knowledge in areas that matter for a well-lived life.

Perfect For: Bringing a friend who's been asking how Great Waters is different. This is that answer, with appetizers.

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