Personal Financial Planning

As your financial advisor, we want to help you set and attain meaningful financial goals through effective planning and investment management so that you can achieve your dreams and take care of the things that matter most to you. Through our individualized approach, we take the time to listen to your concerns and help you build and execute a viable plan for the future.

We Can Help You:

  • Establish an effective long term financial plan
  • Identify and set meaningful financial goals
  • Identify your needs for long-term care and life insurance
  • Decide how much you need to save for your retirement
  • Decide on the best savings methods for college for your children
  • Develop savings and spending plans for effective long-term goal realization
  • Create a diversified combination of investments
  • Pinpoint your retirement income sources
  • Develop an effective post-retirement plan for on-going income
  • Benefits of Working with Fee-Only Financial Planners

    We are fee-only financial advisors and act as fiduciaries for our clients. This means we don’t sell any products or receive commissions, and we always act in your best interests, not ours. Clients use us for two broad areas of help: financial planning and investment management. We are happy to serve in either or both roles. Clients pay us an hourly fee for small projects, a flat fee for projects like a retirement plan or a percentage of asset value for on-going investment management.

    Call us at 425-373-9393 to learn more about our services. We’re happy to get to know you over the phone or in a zoom call at no charge, of course.