Life Stage

We are committed to helping you identify your current phase of life, so that together we can achieve your goals for tomorrow. By understanding where you stand today, we can empower you to reach new heights in the future.

Home 9 Life Stages

Choose Your Life Stage

Here are the 5 phases of a person’s financial life. Each one is unique and has its own set of challenges and opportunities. Select your current phase of life to learn more about how the advisors at Waller & Wax can help you to make the most of this phase, and prepare for the next.

Wealth Mindset

Securing a
Solid Foundation

Creating influential habits, growing in wisdom, and making the decision to strive for success instead of satisfaction.

Wealth Builder

Growth and

Expanding your family, pursuing a greater dream, and realizing the outcomes of responsible financial stewardship.

Retirement Builder

Preparing for a
Bigger Future

Identifying possibilities for great satisfaction in the coming years, securing your trajectory, becoming confident in the future.

Retirement Lifestyle

Living Out
Your Dreams

Appreciating new opportunities, enjoying a life of fulfillment, experiencing moments previously desired.


for the Future

Electing to be a part of something greater, placing safeguards on your requests, honoring succeeding generations.

Impactful Wealth Management

Experience what sets Waller & Wax apart, advocacy and care beyond standard process.