“People hire me for my head, pay me for my heart, and trust me most when I use both.”
Steve Juetten, CFP®
If you’re looking for someone to help you take care of your money matters so you can do more of what you love, perhaps I’m that person.
“Trust” is a big deal with my clients. Trust is made up of two parts — competence and character and that’s how I earn my clients’ trust. By being competent at what I do (I hold CFP® designation and it’s the highest designation in our profession and the hardest to earn) and by acting in good character by always keeping your interests and needs first. In legal terms, I act as a “fiduciary” — meaning I’m legally bound to put your interests first. Not all financial advisers are willing to do that, but I am.
And my clients seem to like what I do to help them. Seattle Magazine has named me a recipient of its coveted FIVE STAR Wealth Manager award for the last three years. Of the more than 11,000 wealth managers in the Seattle area, only about 5% earn this honor.
Since 2001, individuals and couples have been coming to me to help them make sound financial decisions so they can do more of what they love. My business is founded on the belief that good financial planning does not have to be confusing, complex or scary. I came to this belief after consulting for more than 25 years with large corporations and their employees to help them understand and use their employer benefits.
I am the managing member and founder of my firm. If you “Google” my name, you’ll find that I am quoted regularly in the Puget Sound media on financial planning and employee benefits topics.
My passion for investing took root while I was still in high school. I have always enjoyed organizing financial data and learning about financial markets. Now I apply those passions to help my clients identify and make their financial dreams come true.
I am an avid golfer, photographer, movie buff, exerciser, reader and life-long learner with a wall of “how-to” books about a wide range of subjects. Married to Nancy since 1987, we welcomed our son Kyle to the family in 1997. Champion, our vibrant and energetic cockapoo, joined us in 2011. Together, we enjoy today, save for tomorrow, and express gratitude for the good fortune we have to do work we love that serves others in ways that make a lasting difference in their lives.
Amy Shappell, CFP®
“It takes as much energy to wish as it does to plan.”
I am fiercely committed to guiding busy working professionals, especially women, to achieve confidence and peace of mind around money so they can focus on what they want to achieve in life. If you’re looking for a proven professional who can guide you to answer questions like these, you’ve come to the right place:
- Are you saving enough for retirement?
- How about college?
- Are you investments working as hard for you as they should and are they being managed effectively and efficiently?
- Can you afford to work in a less lucrative career and be happier?
- Are you and your spouse or partner on the same page about spending and saving (and, if you’re not, how can you find agreement)?
With almost ten years working with amazing clients with similar worries and concerns and guiding them to achieve remarkable success, my mission and commitment is to help you develop a clear vision for your life and then educate and empower you to make smart financial decisions to make that vision come true.
My path to becoming a financial planner became clear at an early age. When I was nine, my college-age brother told me that if he doubled the prices of his business, he would be better off, even if his business dropped by half. I didn’t believe him at first and was pretty sure he was wrong. But he walked me through the logic and I got it. I realized that he would work less and have more time for fun. Amazing! It was that moment that kindled an interest in financial planning, although I didn’t know what it was called. Like many things, it’s simple, but not easy.
I like to say that I’ve been there and done that. I put myself through college (BSBA in Economics from Ohio State University), am married with two kids, have changed careers, moved across the country, bought homes, dealt with aging parents and the settling of their estates, and lived on budgets that range from lean to luxury.
I believe that financial planning is about more than just managing money – it’s about using money as a tool to reach the goals you set for yourself. What do you want to do? Let’s figure it out together and work to make it happen!
Daniel E. Maul
“The Constitution only gives people the right to pursue happiness. You have to catch it yourself. “
– Benjamin Franklin
Before joining Juetten Personal Financial Planning, LLC. as an Investment Advisor Representative, Dan was a nationally recognized expert on retirement plans for companies and small business owners. His expertise was the subject of features in the Wall Street Journal, Forbes, Money Magazine, Inc., CFO, Nation’s Business, Kiplinger’s Personal Finance Magazine, U. S. News & World Report, MSN.com and on the Business Radio Network.
As the founding principal of Retirement Planning Associates in 1988, he has specialized in the design and installation of retirement plans as well as general financial counseling for more than 25 years. His goal was to provide clients with objective advice, to help them get the best retirement plan at the lowest cost and to provide a high level of ongoing service. His commitment was to work with clients in a clear, objective, responsive, service oriented fashion. Working with Juetten Personal Financial Planning will provide an avenue to continue that commitment working withindividual investors.
In addition to fly fishing and gardening, Dan is an active volunteer and was recently named Volunteer of the Year byOlive Crest, a not-for-profit that provides services and families for abused children.