Blue Water Capital Management offers a variety of financial services, including financial planning. We can help you ensure long-term financial success by developing a financial plan that plots a path from your current situation to your desired goals. Thinking ahead and having a clear strategy can help ensure your success and maintain stability throughout your life.

Our Financial Planning Services

We provide comprehensive financial planning solutions. Our goal is to equip you with a financial plan that effectively accommodates your goals and tolerance for risk. Your circumstances and needs may change dramatically throughout your life. Thus, financial planning is an ongoing solution intended to adapt to your changing needs.

Many aspects make up complete financial planning. The following are some of the main types of planning services we provide:

  • Budgeting
  • Cash-flow management
  • Charity and philanthropy planning
  • Debt planning
  • Education saving/funding planning
  • Estate planning
  • Insurance planning
  • Investment Planning
  • Retirement planning
  • Tax planning

Of course, every client’s needs are a little different. Therefore, the mix of financial planning services we offer may be a little different for you. Our focus is on helping you develop a tailored but adaptable financial plan that can continue to serve your needs throughout your life.

We will also provide insight and clarification to help you understand the ins and outs of your financial plan. You should be in control of your financial well-being. With our guidance and expertise, you can harness greater control than ever.

Fee-Only Services

Like all of our services, our financial planning solutions are provided on a fee-only basis. That means that, unlike some advisors, we do not accept commissions for selling certain financial products. In other words, your needs are our only interest. Helping you get the best possible results is always our top priority.

What Is Financial Planning?

Financial planning services take a high-level look at your finances to help create a comprehensive plan for the future. The result should be a documented financial plan that describes your current financial situation, your long-term goals, and the steps to help you get there.

Some of the factors included in a financial plan include your current net worth (assets minus liabilities), your cash flow, and your priorities. Since these can change as new developments in your life occur, your financial plan should also change. You can consider a financial plan to be a “living” document because it needs to grow, change, and adapt just like you do.

Typically, financial planning refers to creating a whole-life financial strategy. It can cover planning for today, retirement, end of life, and more. We typically encourage clients to work with one financial planner (or team of planners); however, some prefer to work with us on only one aspect of their financial lives.

An effective financial plan should always be tailored to the client. Everyone’s goals are different, as are their risk preferences. When the Blue Water Capital Management team works with you on a financial plan, we will carefully consider your tolerance for risk as well as your long-term expectations. We will provide you with a clear evaluation of what is possible and produce a thorough strategy for your finances.

Contact Us To Get Started on Your Financial Plan

Discover the difference that effective and dedicated financial planning could make in your life. The Blue Water Capital Management team is here to help you realize all your financial goals. Book a meeting with one of our advisors to get started. During our initial consultation, we will discuss your circumstances, goals, and expectations. It could be the first step you take towards a brighter financial future.