You’re busy and would rather spend time with your friends and family than worry about your finances or your taxes. Could you manage your finances on your own? Sure, but like having a coach or hiring a personal trainer, a financial planner holds you accountable and encourages positive growth.
Brightwater Financial takes a fresh approach to financial planning by discovering your personal values and creating a saving, investing, and spending plan that aligns with these values. I believe that your hard-earned money should also be working hard for you. The ethos of Brightwater Financial is based on authentic connection, and a genuine desire to help you better your life through financial assurance.
Hi! I'm Cathy, a CPA financial planner who loves helping young couples and parents plan for a brighter future. I help you feel confident about your finances so you can get back to doing what you love. For me, that's my family, cupcakes, and craft beer. Read More…
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 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.
If you’re ready to start planning for a brighter financial future, and want to see if we’re a good fit, schedule your complimentary 30-minute strategy session today.