Full-service Planning
At Great Waters Financial, we believe in empowering you to Live Greatly®. When you have a clear plan and you understand it, there’s no limit to what’s ahead.
Our Core Financial Services
Tailored services designed to meet your unique financial needs. Our expertise spans financial planning, asset management, and more to help you achieve your goals.
Build a plan for your income and spending in retirement.
Growth-minded and risk-aware investing to help you reach your goals.
Personalized plans to secure your legacy and care for those you love.
Proactive strategies to help you keep more of what you earn.
Expert support to help you choose the right coverage with confidence.
Our Personal Strategy Services
Go beyond the finances: Solve for the unknowns and define where you’re headed next.
A plan for all of life with the "Compass: Live Greatly® Guidebook".
Work through the Compass: Live Greatly® Guidebook, our guided life planning tool to define your priorities, set goals, and take action.
Gather with others who’ve completed the Compass to share progress, gain insight, and celebrate moving forward.
Join workshops, conferences, and fun gatherings that offer practical tools, connection, and fresh inspiration for the next stage of 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.
Upgrade to Financial Planning 2.0
Stick with Financial Planning 1.0
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.
Services FAQs
Get clear answers about how we work, what we offer, and why it matters to you.
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.
At Great Waters Financial, we bring together financial strategy and directional life coaching so your plan isn’t just about money, it’s about meaning. Our approach is truly holistic in this way, designed to give you clarity in every part of your plan and the confidence to use your resources for what matters most.
You don’t just get one advisor. You get a full team of individual specialists, working in sync, with no commissions and no hidden agendas. That means every recommendation is grounded in your goals and your plan stays strong, even if your advisor changes.
Our goal? To help you feel free, empowered, and completely unstuck so you can stop wondering if you can enjoy life... and start living it. That’s how we help you Live Greatly®.
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.
Yes, operate as fiduciaries. That means we’re legally and ethically bound to act in your best interest at all times. But we take it a step further: our advisors don’t work on commissions, they’re salaried. That structure ensures every recommendation is made with one goal in mind: supporting what’s best for you.
Getting started is simple. Just fill out our contact form, give us a call, or schedule a free 30-minute intro call with a member of our team. No pressure, just a chance to explore your goals and see how we can help you Live Greatly®.
