Welcome!

If you are looking for affordable, independent, objective financial planning and advice — without having to purchase financial products or meet account minimums and which is also free from conflicts of interest — you have come to the right place. As you will see from visiting our site, we are a different type of financial services firm. We think you will find our philosophies and vision to be both refreshing and compelling.

Wave Financial Planning Solutions (WFPS) does not sell products or manage money. WFPS is a fee-only financial planning firm dedicated to providing financial planning advice on a project or hourly, as-needed basis.

Whether you are a family looking for financial guidance, getting ready to retire, seeking a second opinion, or periodic ongoing advice, our flexible, needs-based model allows you to choose the level of service that’s right for you. You only pay for the help you need, freeing up your hard-earned money to work toward your important financial goals.

PURPOSES OF OUR SITE ARE:

• Provide introductory information to potentially new clients
• Enhance communication with existing clients
• Build relationships with strategically allied business partners
• Provide timely information on the markets, investments and financial planning
• Serve as a financial knowledge resource for both our local community and the global community