Navigate the currents of life

You’re in constant motion

Think about the last time you were rafting or boating on a river. Picture the water and how it’s filled with swirls, rushes, falls, rapids, and calm pools. Life is like that river. At all points in life, it flows differently. One year may feel like a relaxing drift downstream; the next is a raging rapid where you fight to keep from capsizing. Tougher still, you navigate through all of it without knowing what is coming next. You’re just in it.

Your finances follow life’s current, and it’s overwhelming when you feel like you’re not in control. Can you enjoy life and spending money if you constantly worry about what lies ahead?

Our job as your financial planning team is to help you navigate the waters.

We will build you a plan. Your plan is your raft, and we ride alongside you, guiding you on options to get you downstream efficiently and in a better position than when you started off.

person rafting down a river

An approach tailored to you

30-minute meeting

This is to help you determine if we are a good fit

Deep Dive

We learn what is important to you and your partner by asking questions and collecting all your financial information

Charting Your Path

After analysis, we create a strategy with ideas to get you the best possible outcomes

We believe in creating and sustaining income streams

When building your wealth or preparing to live off it, a plan considering all scenarios can make the difference between getting to where you want to go and fighting to stay afloat.

At Wealth Stream Capital, our belief is in our name. Regardless of how your life flows, income streams are crucial to ensuring you are safe in rough waters and prepared to capitalize when opportunities arise.

Retired woman hiking up a hill with her family

The 4% Rule

Is your plan centered on withdrawing 4% regardless of what is happening?

Boost your financial knowledge.