Waterstone Financial Services
Financial Planning, Life Transition Planning, Investment Management
Why Choose Us for
Your Financial Planning Needs?
Has your life or financial situation become more complex, requiring changes in your investments?
Have you moved past the common-sense solutions but don’t know how to take your investments to the next level?
Would you like help sorting through your investment options?
Do you need help to make calmer, more confident financial decisions?
Would you like to have a more successful and satisfying relationship with money?
Do you want a responsive professional who answers your questions, respects your time, and works hard to help you meet your goals?
Your Financial Planning Services
Designed to Meet Your Need To
Understand and be comfortable with how your money works for you.
Make confident decisions when things change.
What if my question isn’t in this list?
Recent Blog Posts
What do women think about family finances? What are American women’s views on financial obligations to their family members? How do these feelings translate into action? The MetLife Mature Market Institute (now closed) commissioned a multi-generational survey of Baby Boomers and members of both Generation X and Generation Y. This study provides insights into cross-generational […]
Book Review: Happy Money: The Science of Happier Spending. Authors and friends Elizabeth Dunn (associate professor at the University of British Columbia) and Michael Norton (associate professor at Harvard Business School) combine their cutting-edge research in behavioral science to explain how money can buy happiness—if you follow five core principles of smart spending. Book Summary […]
Planning is bringing the future into the present so you can do something about it. Explore these five financial concepts and questions. Focus on Five Concepts of Life and Money 1. What are the issues of your future? Expected: Education (yours or your children’s), job change (your decision), home purchase, vehicles, retirement (in good health) […]