Certified Financial Planner | Principal | Co-founder at Two Waters Wealth Management - Huntersville, NC, US
When it comes to building wealth, many people get distracted by busy schedules, family commitments, and day to day life. We build a roadmap that helps define what wealth means to you, help accelerate the process, and minimize stress that can be found with traditional investing and financial plans. For many of us, we put things on autopilot like saving in your 401(k). You get a job, put your head down at your desk for 30 years and hope you've saved enough to retire.We believe there are better ways for families to be successful financially and to live a better life outside of what Wall Street and conventional advice are telling you.Helpful resources:Our Education page: https://www.twowaterswealth.com/education/ Request a strategy call: https://www.twowaterswealth.com/appointments/We've consulted on over a billion dollars of financial plans. To be successful you need insight, not just more information.