Life Planning
Go beyond the finances. Solve for the unknowns and define where you’re headed next.
Create Your Compass
When life shifts, it impacts more than just finances. The right financial strategies matter, but they don't answer the deeper questions about identity, purpose, or what comes next. We’re here to help, with support that goes beyond the numbers.
Awareness
Using our Compass: Live Greatly® Guidebook, we begin by exploring where you are today. You’ll identify what matters most in each core area of life and recognize what’s already bringing you joy.
Alignment
Next, we identify the gaps between where you are and where you want to be, so your vision becomes clearer and more focused.
Action
Finally, we help you outline clear, intentional next steps. There’s power in putting your vision on paper, and even more in aligning your actions with it.
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.
Learn more at one of our Live Greatly® Events
From one-night topics to multi-day conferences and immersive classes, Live Greatly® Events are designed to inspire, inform, and elevate your journey. Hear from a variety of speakers, engage in meaningful conversations, and take part in experiences that enrich this season of life.
Life Planning FAQs
Explore our frequently asked questions about life planning services and how we can help you.
Our guided process begins by using the Compass: Live Greatly® Guidebook to reflect on where you are today and what brings you joy across all areas of life. From there, we move to identifying the gaps between your current reality and your ideal future. Finally, we help you outline clear, intentional steps to move forward. It’s a simple but powerful way to put your vision into motion and begin living it with purpose.
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.
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®.
