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Rockwater Wealth Management's goal is to simplify the financial planning process. Through our unique approach, we take a goal-based approach to financial planning with an emphasis on building life-long client relationships.
At Rockwater Wealth Management, we use a custom 4-step approach, known as our Planning First® approach in order to help you work towards your financial goals.
First, we start with a Discovery Interview. The Discovery Interview phase is where you tell us your story, and we collect the important facts relevant to working towards your goals, while learning more about you.
The next phase in the process is putting everything in writing, and reviewing it together. This is called the Discovery Paper. In this step, we put our understanding of the relevant facts into a report. Upon reviewing this with you, we ensure that we are all on the same page in understanding your financial plan.
Finally, we develop a Strategy Paper, where we outline each of our recommendations based on your current goals, including a prioritization on how your plan will be implemented. The single most important part of this stage is making sure that our strategy is consistent with YOUR vision.
Once your plan in finalized, and in place, we do not stop there. We regularly meet with you to make sure your plan is on-track, and according to plan. We also sue these meetings as an opportunity to address any changes to your plan. This is what we like to call Plan Management.
We invite you to visit our website to learn more about our services, watch our videos, and learn more about the difference Rockwater Wealth Management can make in your life.