Clarity Framework: Your Path to Live Greatly®
Having financial clarity is the key to a stress-free and fulfilling retirement. At Great Waters Financial, our Clarity Framework is designed to give you a personalized plan that helps you Live Greatly®. Here’s a closer look at how our framework works and the different elements that make it an essential part of your financial journey.
Building Your Clarity Framework
Creating your Clarity Framework is an 18-24 month journey of holistic planning where we cover every aspect of your finances. Your Clarity Framework will be crafted and managed by a team of Specialized Advisors, so you get expert help in every area. Multiple advisors keeping an eye on your plan means faster responses to changes in the market, tax laws, or your personal situation.
Financial Planning: Shaping Your Financial Future
It all starts with knowing where your money comes from and how you spend it. We’ll help you create a spending plan that fits your lifestyle and goals, so you can enjoy retirement without stressing over finances. Our Specialized Advisors will work with you to develop an investment strategy that suits your risk tolerance, time horizon, and financial goals. Protecting your assets is just as important as growing them. We’ll identify potential risks, build a diversified portfolio, and implement strategies to safeguard your wealth against market ups and downs, inflation, and other uncertainties.
Tax Planning: Getting the Most Out of Your Finances
Smart tax planning can make a big difference. We’ll look at your financial situation and come up with strategies to minimize your tax liabilities and maximize your savings. Our team will ensure your tax returns are accurate and timely, taking advantage of all available deductions and credits. Long-Term Planning: Ensuring Your Legacy
Planning for long-term care needs is crucial to protect your assets and give you peace of mind. We’ll help you explore options and create a plan to cover these expenses without compromising your financial security. Life is full of surprises, and having the right insurance is essential. We’ll help you choose the best life and health insurance policies to protect you and your loved ones. We’ll also help you create a comprehensive estate plan to distribute your assets, minimize taxes, and avoid probate.
Whether it’s a wedding, buying a new home, or taking a grand vacation, we’ll help you plan financially for all the milestones you’re looking forward to. Life can be unpredictable. We’ll build flexibility into your financial plan to help you handle unexpected events like medical emergencies or sudden financial changes.
Life Planning: Beyond Finances
Live Greatly® is about more than just financial security. It’s about aligning your money with your values and life goals. Our Clarity Framework goes beyond traditional financial planning to include your personal aspirations, helping you use your wealth to achieve what matters most to you. Learn more about how to uncover your values later in life.
Clarity Framework Management: Active and Ongoing Support
Clarity Framework Management means we don’t just set your plan and forget it. We actively review and update your plan to stay aligned with your goals, letting you focus on living your best life. Life can throw us curveballs, and we’re here to help you navigate them. At any time, we can connect to build and implement a plan around specific life events. Our team of Specialized Advisors is ready to provide quick answers when you need them, with out a long wait.
The Clarity Advantage
We keep things clear and simple. Our goal is for you to understand every part of your plan and how it helps you reach your goals.
The Clarity Framework is more than just a financial plan—it’s your pathway to a fulfilling retirement. By offering holistic, transparent, and adaptable financial planning, we help you focus on what truly matters.