Getting Started With Water Street Financial

When you partner with us, you’ll be guided through a thoughtful process to define your vision. Our job is to purposefully allocate every single detail of your finances so you can pursue your ideal future.

Introductory Call

In an initial call, you’ll let us know what financial concerns are on your mind, and we’ll explain more about how we work. This allows us to see if we’re a good fit to work together.

Discovery Meeting

This meeting is entirely focused on getting to know all about your family situation, your thoughts about money, your goals, your dreams—and how you ideally envision your golden years.

Establish a Relationship

At this stage, we’ll define roles and expectations. In order for our partnership to flourish, we believe that making clear commitments on both of our ends is key.

Plan Presentation

We’ll present various plans designed to lead to your desired outcomes. Together we’ll walk through all of your options and the implications of each. We always take a collaborative approach, so you’ll be able to choose the path that works best for you.

Ongoing Monitoring

Throughout the years, our team will regularly monitor your progress. We’ll have regular meetings to discuss life changes, make sure you’re on track, and update your plan as necessary.

Instilling Confidence in Your Financial Life Starts Here

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