About Great Waters Financial

Our process of creating a solid financial plan is the foundation to living greatly.

Awareness and evaluation of financial assets are the beginning. Your team of individual professionals that analyze, advise, and serve you on all aspects of your wealth is paramount for delivering smart financial alignment to realize your future goals.

Our process of creating a solid financial plan is the foundation to living greatly.

Discovery

How did you get here? What did you work for? Tell us your whole story. Accomplishments. Disappointments. Future dreams.
Plan Analysis

Building off our discovery and after analyzing your financial position, we create a year-by-year projection supported by customized strategies of reaching your “next chapter” goals.
Blueprint

By placing your existing portfolio side-by-side your newly developed plan will show how the vision of your future is easily realized including complete transparency of our fee structure.
Engagement

By placing your existing portfolio side-by-side your newly developed plan will show how the vision of your future is easily realized including complete transparency of our fee structure.
Strategy

Your client servicing team will help get your accounts set up, funded, and assist with any ongoing needs relative to your portfolio. As needed, reviews will be initiated to make sure you’re living greatly and pivot as needs arise.