At Rockwater Wealth Management, we're dedicated to making your retirement planning a simple and stress-free experience that is always focused on your best next steps. With over 150 years of combined experience, our expert team of Certified Financial Planners(R) have an extraordinary track record of helping clients grow, maintain, and transition their wealth.

So, whether you're already retired or seriously considering it, we'd like a no-obligation 15-minute call to determine if we’re a good fit.  

You may be wondering...

  • How much do I need to retire?
  • Will I run out of money?
  • Am I overpaying for fees on my investments?
  • How do I make sure I am not overpaying taxes, now and in the future?
  • How do I build a financial plan?

We'd like to offer you a FREE personalized 1-page Financial Plan with answers to those questions, and any others on your mind.  What's the catch?  There is none! Before you pay us even a single dollar in fees, we want you to be fully confident that we're the smartest choice to ensure your most prosperous future.   

Here's how our No-Stress Prospect Process works...

Initial Inquiry

This one is up to you!

Click HERE or call our office at 705-259-5334 to schedule your FREE 15-Minute “Good Fit” Phone Call.

Initial 15-Minute Call

Let's find out if we're a good fit.

Before committing to working together, this 15-minute phone call is a way to determine if your unique financial needs match our expertise. After all, you wouldn’t see an orthopedist if you needed heart surgery.

If we currently aren’t a perfect fit, no worries. You'll walk away with our recommended next best steps, so you'll know exactly how to proceed.  We'll also be happy to introduce you to an advisor who may be better suited for your goals, along with invaluable advice for interviewing prospective advisors. 

Discovery Meeting

Prescription without evaluation and diagnosis is malpractice

The goal of this meeting is to get perfectly clear on your goals, concerns, and unique financial situation. Also, this is where we have a deeper conversation to uncover your BIG WHY.

Your answers to our intake questions, along with the documents we requested, will help us start strategizing to ensure your prosperous financial future.  We'll also take the time to thoroughly understand your history, goals, and unique financial situation to further guide our analysis, which will result in your customized FREE 1-Page Plan.

 Our Analysis

This is where we roll up our sleeves and put our decades of experience and expertise as leading CFP® Professionals to work. The result of our analysis is your plain-English 1-Page Plan.

Presentation Meeting

You'll gain peace of mind learning exactly what you need to do to build wealth to support the retirement you desire and deserve.  Thanks to our expert guidance and recommendations, you'll learn how our firm can improve your finances, and assist you in building, growing, and preserving your wealth so you can enjoy your golden years in style.

At the end of this presentation, there’s no hard sell.  We'll simply ask you to reflect on our advice, if it resonated with you, and if you believe our expertise can financially benefit you and your family. 

Sleep On It

We've been in business for a combined 150+ years, so we're in no rush for you to decide. Take all the time you need. Try asking yourself the following questions:

  • Do I like/trust/respect the team at Rockwater Wealth Management?
  • Will the benefits they provide exceed their fees?
  • Do I understand and agree with their investment philosophy?
  • Do their recommendations make sense to me?

If you suddenly feel excited about your financial future and a smile comes across your face, we call that having a "high pillow factor."  That means you can sleep comfortably knowing that your financial interests are in the most capable and trustworthy hands, and we are committed to serving you well.

Getting Started

Congrats!  By agreeing to work with Rockwater Wealth Management, you've just taken that all-important first step toward creating the most stable financial future.

Now, it's time to start putting your plan into action.

We will transition you into our New Client Onboarding Process and begin gathering any additional information necessary to get the ball rolling. We'll also be happy to answer any additional questions or concerns you may have.


While we would love to continue working with you, if you get to any point in the process and decide that we're not a good fit after all, we will wish you all the best and continued success. In other words, there will never be any pressure. That’s not the experience I would want for my family and friends, and I wouldn’t wish that on you. 

It's Easy to Begin the No-Stress Prospect Process. Click here or call us at 705-259-5334 to schedule your no-obligation 15-minute phone call