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Start where it makes sense for you. We’ll guide you with practical steps that fit your life.
Powerful planning. Purposeful living.
Combining smart Financial Planning with Life Planning opens the door to using your money in ways that truly support how you want to live. It brings direction and clarity to make financial decisions easier and more meaningful.
Financial Planning
How much can I spend? What opportunities am I missing? Am I making smart moves? Get real answers.
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Life Planning
This is where your financial plan becomes more than a document. The "Compass: Live Greatly® Guidebook" is a practical tool to help you create a life plan that informs your financial decisions.
Individual Services
Explore our suite of services to have a complete picture of your finances for retirement.
Great Water Financial: FAQs
Find answers to your questions about our services, our process, our team, and what to expect.
We offer a wide range of services including retirement income strategies, investment management, tax-efficient planning, and financial analysis. Our holistic approach also includes estate planning, Medicare guidance, support through planned and unexpected life events, and life planning. Every service is tailored to your unique financial picture since your journey is personal.
Every financial firm promises holistic planning, but Great Waters Financial has built the tools and services to back that up. We bring together financial strategy and life planning so your plan isn’t just about money, it’s about meaning. Our approach is designed to give you clarity in every part of your plan and the confidence to use your resources for what matters most to you.
The Clarity Framework is a tailored planning process designed to bring order to your finances and purpose to your decisions. Every step is shaped around your life, your goals, and your vision for retirement.
STEP ONE
In our discovery meeting, we take time to understand you and your needs. From there, we move into a deep financial analysis to understand your full financial picture. Using that analysis, we present a blueprint with key opportunities for improvement.
STEP TWO
Next, we answer your questions and start building your Clarity Framework with you, not just for you. This step includes detailed strategies across income, investments, risk management, tax planning, and more.
STEP THREE
Planning isn’t one-and-done. We actively review and refine your plan to keep pace with life. Whether it's a retirement, an inheritance, or an unexpected change, we’re here to keep you moving forward. We also offer specialized services such as Medicare planning, estate planning, and tax strategy.
CREATE YOUR COMPASS
This is where your financial plan becomes more than a document. The "Compass: Live Greatly® Guidebook" is a practical tool to help you create a life plan that informs your financial decisions.
We’re here to help. If you have general questions, feel free to reach out using our Contact Us form. For questions about your specific financial situation, you can schedule a free 30-minute intro call with a member of our team. No pressure, just answers.