Who Is Watercolor Financial?

The Watercolor Process

Get your financial life (supplies) organized and determine the picture you want to paint.

Just as water activates the paint, we create a plan to bring your painting to life.

There are many painting techniques. We help you choose the best one for you and help you focus on the next steps in the process.

Take the time to reflect on your progress and admire your work. With our guidance and care, you will be thrilled with your masterpiece.

We move forward with purpose, celebrating progress.

We invest time and care into understanding our clients and each other.

We foster a culture of sharing freely and giving back to our community.

We lead difficult conversations with compassion, creating a safe space for honest dialogue and meaningful collaboration.

Growth Phase

We help you optimize savings and find balance between saving for the future and enjoying life today.

Transition Phase

We help you make the decisions around retirement and visualize what life after work means for you.

Freedom Phase

We help you plan for your legacy and handle the obstacles of life in the best way for you and your family.

Life Events

How should I invest my inheritance?
How do I plan for the sale of my business?
How do I prepare for changes of life, including marriage, divorce or death of a spouse?

Organization: All your financial affairs organized under one roof, accessible anytime.
A Plan: We aim to help you understand where you are and how various factors may impact your financial life.
Investment Strategy: A low-cost, diversified investment portfolio to support your plan.
A Road Map: We focus on your top priorities, helping you prepare for what may be ahead.
A Team: You have access to the Watercolor Advisors and receive the best ideas from each of us.
Progress: We help manage your finances and support you in your journey.
Freedom: Share your tasks with us, as we assist with building and implementing your financial plan.