Client Journey Financial Services - Wave Wealth Planning Co.

Client Journey to Financial Independence

Our Core Values

Integrity - You deserve honesty and transparency. We will do what we believe is in your best interest at all times, never selling products or accepting commissions.

Service - You deserve a wonderful experience. We seek to offer an unmatched level of service and care to all clients at all times.

Simplicity - You deserve simple, yet strategic. We will help you truly understand your financial plan & investments.

Independence - You deserve the freedom and peace that comes from being financially independent. We will help you chart your path.

Empathy - You deserve to be heard and understood. We will seek to clearly understand you and become the empathic guide on your journey.

"It's so simple. You spend less than you earn. Invest shrewdly, and avoid toxic people and toxic activities, and try and keep learning all your life, etc. And do a lot of deferred gratification because you prefer life that way. And if you do all those things you are almost certain to succeed. And if you don't, you're gonna need a lot of luck." - Charlie Munger

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Our Simple, Guided Path

Start Your Journey

Step 1. Conversation – Let's get to know each other and see if we're a good fit (no cost or obligation).

Step 2. Discovery – Discussion with the goal of truly understanding you, your goals, and your current situation

Step 3. Planning – Collaborating on a simple, strategic plan that aligns with your goals, this will be a key part of our ongoing service to you.

Step 4. Progress – We will help you implement your plan and achieve your goals for as long as you wish.

Our premier technology is simple to use and easy to access:

Our Fiduciary Oath

I care deeply about my clients' success and view all clients as friends. I'm nostalgic about the future, in part because of my enduring belief in the power of good people.

You can find me cheering on the Titans at Nissan Stadium most Sundays in the fall. I also love reading and long runs throughout the city.

I happily serve as the Investment Committee Chairman on the board of Insight Counseling Centers here in Nashville.

My focus value investment philosophy and continuous focus on doing the right thing stems from my voracious study of Warren Buffett and his investment record.

I've had the privilege of conducting thousands of financial planning appointments and serving hundreds of good people as an empathetic guide on their journeys to financial peace. I'm a CERTIFIED FINANCIAL PLANNER™, having spent countless hours mastering key comprehensive financial planning topics.

After spending six years at a large financial institution, I founded Wave Wealth Planning in 2020 with the goal of always putting my clients first.

My number one focus is, and always will be, for the value of my advice to be much greater than my fee. I look forward to meeting you!

Here to help,