Established in 2005, Waterstone Financial Services is designed to help clients answer this key question before, during, and after major life transitions such as career transitions, retirement, divorce, death of a spouse, and others.
Where we shine is our ability to work with you as a thinking partner who understands your hopes, dreams, goals, and fears and helps you connect your money with your life.
As a base we offer general financial planning (CFP®) with attention to the customary financial aspects of risk, asset allocation, and portfolios. We are committed to expanding our capabilities beyond that with ongoing wealth plan training. We added life planning skills via Kinder Institute for greater understanding of the integration of life aspirations and money implementation. Our unique contribution is transitions planning skills to help our clients navigate life changes as well as financial changes.
To accomplish this, we have carefully thought through and continually refine processes to:
- Gather meaningful data.
- Format a clear plan.
- Test the probability of success.
- Implement solid strategies.
- Report clearly and accurately.
- Help you understand what it all means to you.
The Five C's of Client-Advisor Compatibility
We desire that same compatibility and help our clients assess the quality of the relationship. We want you to be confident in the strength of our support. Our clients say these five key aspects are very important to them:
- Competency: Are you comfortable with aspects of the financial advisor’s practice such as strategies, processes, and fees?
- Character: Is the advisor’s behavior congruent with the philosophies he/she espouses? Do you believe in the advisor’s integrity and honesty?
- Chemistry: Do you enjoy spending time with the advisor? Do you come away feeling more confident about your financial situation?
- Communication: How skilled is the advisor at truly listening to you? Does he/she explain financial concepts and strategies in a way that educates and empowers you or that intimidates you?
- Commitment: How committed is the advisor to his/her own professional development and research into today’s complicated financial environment?
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