As a CPA financial planner, I started Brightwater Financial as a way to help you improve your financial situation and alleviate some of that money stress so you can get back to doing the things you love: spending time with your family and friends, growing your own business, travelling, running marathons, and so on.
As your CPA and trusted advisor, I’m in the unique position to understand the details of your financial situation. At the same time, I can help you see the big picture and provide objective recommendations so you can make informed decisions. Managing your finances becomes simpler, clearer, and more effective.
Here’s how we can work together. Click for more information:
Brightwater Accounting is the sister business of Brightwater Financial that covers all things accounting and tax related.
If you’re ready to start planning for a brighter financial future, and want to see if we’re a good fit, schedule your complementary 30-minute strategy session today!
Your strategy session includes:
- A quick assessment of your current financial situation and goals.
- A discussion of your most pressing financial question.
- Discuss options available and an action step you can take immediately to improve your current situation.
If we both decide it’s a good fit, I’ll send you a questionnaire so you can tell me more about your biggest questions and your current financial situation. Our first meeting will be spent reviewing that information together so we can set clear goals and priorities.