Tyler R. Elliott, JD, CFP® - CERTIFIED FINANCIAL PLANNING™ Professional
I am the founder and principal of Watershed Wealth Planning LLC. My practice is focused on households in their 20’s, 30’s, and 40’s who have high income but may be struggling to build a positive net-worth, often due to the burden of student debt and rising housing costs. As a financial planner, I am able to pull on my prior experience as a bankruptcy attorney to help people avoid common pitfalls and cut out the noise that can complicate important financial decisions.
My clients have concerns that are more unique than "retirement" or "college planning," such as: How do we travel internationally every year without compromising our long-term plan? As someone who has traveled to 33 countries in my 42 years, I love helping clients answer these types of questions.
When meeting with people for the first time, the question I get more than any other is why did you give up a career as an attorney to become a financial planner? Practicing bankruptcy law exposed me to the countless stories of clients who had enjoyed success early in their career only to experience financial hardship as they neared retirement age. As I began to recognize the patterns of poor planning, I realized that I could have a more positive impact working with people as they make key decisions about how to save and invest. As a proactive planner, I now get to watch clients build their ideal life while helping to increase their probability of sustained success.*
*Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy (including those recommended by WWP) will be profitable or equal to historical performance levels.