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7 Pillars - 1 Process

Client Centered

The MosaIQ Method is Headwater Asset Management's proprietary process that arranges and orders all the unique pieces of your financial picture as your life unfolds and your needs evolve. It is designed to simplify your life and to clarify your life's goals and legacy so you can focus on what you value most.  Our process incorporates all of the services we can provide our clients over the lifetime of our relationship and into the next generation and integrates them into our 7 pillar process. You cannot outgrow our process. You’ll grow into it as critical life events occur and your life progresses. .

To learn more, watch the video below.

Start your future today. You can create a financial plan on your own or we can help. Its up to you. Click below for free access to MosaIQ's Future Planning tool.