At Watertown Wealth Management, financial planning is about more than managing money — it’s about empowering you to live with clarity, confidence, and peace of mind. As a CERTIFIED FINANCIAL PLANNER® professional, Colleen guides clients through a proactive and personalized process to help turn your goals into reality.
Whether you're building wealth, preparing for retirement, or navigating a transition, we’re here to help you make informed decisions and stay on track.
Our Planning Process
We believe financial planning is a relationship, not a transaction. Our structured yet flexible process includes:
Introductory Meeting — Complimentary
A no-pressure conversation to get to know you, your family, and your goals.
Action Meetings
We gather data, analyze your financial picture, and present a customized plan that reflects your priorities. This stage lays the groundwork for your financial future.
Check-In Meeting
After the plan is delivered, we’ll follow up to review progress, address questions, and adjust as needed to keep your goals on track.
Our Planning Packages
We offer tailored planning options to match your life stage, needs, and level of complexity. Our fees are flat-rate, transparent, and designed to reflect the value of your plan (please see below).
Project-Based & Hourly Engagements
Perfect for those who need advice on a specific area without a full plan.
Hourly Planning Rate: $200/hour
Custom Project Proposals: By quote
Focus areas: Budgeting, Net Worth, Estate Planning, Transition Support, and more
Transparent, Flexible Pricing
Our financial planning is offered independently from asset management. If you're looking for investment management, we offer tiered AUM pricing, optional commission-based products, and ongoing planning support for an additional monthly fee if desired.
Not sure where to start? Let’s talk. We’ll help you choose the package that fits your life today — and evolves with you tomorrow.
