Discovery Form

Where are you on your financial journey?*

Just getting startedBuilding an established careerNavigating mid life changesApproaching retirementAlready retired

What's a good number to reach you at?*
Please enter a valid phone number that can receive text messages for 2FA purposes.

How did you hear about us?*

ReferralFacebookInstagramYoutubeNewsletterOnline SearchIn Person EventOther
Who referred you? (So we can thank them)*
Which event?*

Watershed Wealth works with individuals, families, and business owners who want to offload their finances to a proven CERTIFIED FINANCIAL PLANNER®.

We charge a flat 1.50% annual advisory fee on all assets we manage.

There is no minimum account size, but we do have a minimum annual fee of:
$1,000 for individuals
$1,500 for families

If, for example, you have $500,000 invested with us, your fee would be:
$7,500 per year, or
$625 per month, billed monthly

This fee includes:
- Investment management
- General financial planning
- A dedicated CFP® to guide your financial journey
Which best describes you?

I want to offload my investment management and financial planning to a pro.I need help with one project but don’t need ongoing management.I'm not ready to move forward yet

How much have you saved that you'd consider investing with an advisor?

(Exclude real estate or business equity)
Investable Assets

Less than $100,000$100,000 – $250,000$250,000 – $500,000$500,000 - $1,000,000Over $1 million

Watershed Wealth works with individuals, families, and business owners who want to offload their finances to a proven CERTIFIED FINANCIAL PLANNER®.