No-Stress Prospect Process

Initial Inquiry

This one is up to you!

Click HERE or call our office at 705-259-5334 to schedule your FREE 15-Minute “Good Fit” Phone Call.

Initial 15-Minute Call

Let's find out if we're a good fit.

Before committing to working together, this 15-minute phone call is a way to determine if your unique financial needs match our expertise. After all, you wouldn’t see an orthopedist if you needed heart surgery.

If we currently aren’t a perfect fit, no worries. You'll walk away with our recommended next best steps, so you'll know exactly how to proceed.  We'll also be happy to introduce you to an advisor who may be better suited for your goals, along with invaluable advice for interviewing prospective advisors. 

Discovery Meeting

Prescription without evaluation and diagnosis is malpractice

The goal of this meeting is to get perfectly clear on your goals, concerns, and unique financial situation. Also, this is where we have a deeper conversation to uncover your BIG WHY.

Your answers to our intake questions, along with the documents we requested, will help us start strategizing to ensure your prosperous financial future.  We'll also take the time to thoroughly understand your history, goals, and unique financial situation to further guide our analysis, which will result in your customized FREE 1-Page Plan.

 Our Analysis

This is where we roll up our sleeves and put our decades of experience and expertise as leading CFP^® Professionals to work. The result of our analysis is your plain-English 1-Page Plan.

Presentation Meeting

You'll gain peace of mind learning exactly what you need to do to build wealth to support the retirement you desire and deserve.  Thanks to our expert guidance and recommendations, you'll learn how our firm can improve your finances, and assist you in building, growing, and preserving your wealth so you can enjoy your golden years in style.

At the end of this presentation, there’s no hard sell.  We'll simply ask you to reflect on our advice, if it resonated with you, and if you believe our expertise can financially benefit you and your family. 

Sleep On It
 

We've been in business for a combined 150+ years, so we're in no rush for you to decide. Take all the time you need. Try asking yourself the following questions:

• Do I like/trust/respect the team at Rockwater Wealth Management?
• Will the benefits they provide exceed their fees?
• Do I understand and agree with their investment philosophy?
• Do their recommendations make sense to me?

If you suddenly feel excited about your financial future and a smile comes across your face, we call that having a "high pillow factor."  That means you can sleep comfortably knowing that your financial interests are in the most capable and trustworthy hands, and we are committed to serving you well.

Getting Started

Congrats!  By agreeing to work with Rockwater Wealth Management, you've just taken that all-important first step toward creating the most stable financial future.

Now, it's time to start putting your plan into action.

We will transition you into our New Client Onboarding Process and begin gathering any additional information necessary to get the ball rolling. We'll also be happy to answer any additional questions or concerns you may have.