Planning for Today, Tomorrow and Beyond!

 

At Wotawa Financial, we hold a unique perspective on the financial planning landscape by embracing a holistic and innovative approach to your life's journey. We believe that true wealth extends far beyond financial assets into what we call the 5 Capitals which are about recognizing and nurturing the richness of your purpose, your relationships, your pace, your perspective, and your finances. Our commitment is to create financial plans that honor your entire wealth spectrum, not just your balance sheet.

We firmly believe:

  1. We all have wealth and resources beyond money.

  2. A sound plan is one that acknowledges your wealth beyond your balance sheet.

  3. There are five kinds of capital we all have in our lives; planning and investing should be done into all of them.

  4. Planning means weighing all five capitals when preparing for your future.

This philosophy stems from our core belief that every individual holds immense value. We are passionate about partnering with you to design a future that's not only financially secure but also deeply fulfilling. Our dedicated team at Wotawa Financial crafts custom financial strategies that empower you to realize your most cherished goals. We are here to help you build a future that reflects you and your family’s unique vision and legacy.

By considering all five capitals, our approach aims to help you develop a balanced, resilient plan that supports every aspect of your life. At Wotawa Financial, we are dedicated to helping you achieve a comprehensive and fulfilling sense of wealth.

Reach your new level of financial confidence.

I approach financial planning differently. Not only can I help you grow your money, but also protect everything you've worked so hard for-so your finances can take you further.

Growth and protection together can take you further. Growing wealth. Protecting what matters.

I'll look at where you are now, and where you want to go, tailoring your plan from a range of financial options designed to reinforce each other to get you there. Giving you the confidence to live the way you want now, and down the road. Here's what I can help you with:

Protection strategies

Wealth accumulation

Managing tax advantages

Optimizing retirement

Leaving a legacy

Charitable planning