Our Team
Mission Statement
Watercolor Financial’s mission is to stand beside you and help you achieve the peace of mind and confidence to pursue your financial future—no matter what the markets or your life may bring. We help you paint your life's journey.
Your Guide.
We will be a sounding board for your dreams and concerns and assist you in developing and executing an investment strategy that is precisely your own.
Your Partner.
We will be a financial partner who shares your vision and works with you to discover all the possible strategies that can help address your financial goals.
Your Advocate.
We will be an advocate who supports and helps position you to pursue what matters to you today, tomorrow and for generations to come.
What We Do
Watercolor Financial is a financial planning and wealth management firm based in Austin, Texas, focused on helping our clients achieve their significant goals. Here are some of the services we provide:
Financial Planning
We help you plan for the important transitions in your life. We want to help you live fully now, while also preparing for your longest-term goals.
Tax Planning
Many tax preparers no longer provide proactive recommendations, so you may be missing tax opportunities. Our team will analyze your tax situation annually and make and implement recommendations that are specific to you.
Charitable Giving
Charitable contributions can be an important part of your estate, tax, and financial planning. We will help you formalize your giving strategy with an eye towards tax-efficient philanthropy.
Investment Management
We help you manage your money when you do not have the time, interest, or expertise to do so on your own.
Retirement Planning
We help you not only decide when to retire, but help you visualize what your life will look like in retirement. We can help you plan for social security income and health care costs.
Record Management and Organization
We offer technology to keep your information secure and in one place. We can be that one other trusted entity that knows your preferences and your wishes.