Wave Financial Planning Solutions

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We offer affordable financial planning using a purpose-driven,
goal-oriented approach to create a plan for your success.
If you are looking for independent, objective financial planning and advice -- without account minimums or conflicts of interest -- you have come to the right place. As you will see from visiting our site, we are a different type of financial services firm. We think you will find our philosophies and vision to be both refreshing and compelling.

Wave Financial Planning Solutions is a fee-only financial planning firm dedicated to providing financial planning advice on an hourly, as-needed basis. This means we are the ideal choice for clients who aren´t necessarily looking to purchase financial products or engage a full-time financial advisor, but may simply need objective, professional advice from time to time.
Whether you are seeking a second opinion, a financial check-up, or periodic ongoing advice, our flexible, needs-based model allows you to choose the level of service that´s right for you. You only pay for the help you need, freeing up your hard-earned money to work toward your important financial goals.
PURPOSES OF OUR SITE ARE:

Enhance communication with existing clients
Build relationships with strategically allied business partners
Provide timely information on the markets, investments and financial planning
Serve as a financial knowledge resource for both our local community and the global community