Phases Of Life

Home 9 Phases Of Life

Where do you stand?

No financial journey is identical, however there are key indicators that help us identify what phase of life you’re in. With the knowledge of where you stand today, we can help you achieve your goals for tomorrow.

Wealth Mindset

Securing a Solid Foundation
Creating Influential Habits, Growing in Wisdom, and Making the Decision to Strive for Success Instead of Satisfaction.

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Wealth Builder

Growth and Maturation
Expanding Your Family, Pursuing a Greater Dream, and Realizing the Outcomes of Responsible Financial Stewardship.

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Retirement Builder

Preparing for a Bigger Future
Identifying Possibilities For Great Satisfaction in the Coming Years, Securing Your Trajectory, Becoming Confident in The Future.

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Retirement Lifestyle

Living Out Your Dreams
Appreciating New Opportunities, Enjoying a Life of Fulfillment, Experiencing Moments Previously Desired.

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Legacy Leader

Provisioning for the Future
Electing to be a Part of Something Greater, Placing Safeguards on Your Requests, Honoring Succeeding Generations.

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Impactful Wealth Management

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