Our Firm provides hourly, as needed, or fixed fee financial and retirement planning to individuals and families. These services may be general in nature or focus on particular areas of interest or need, depending upon each client’s unique circumstances and goals. The firm/planner is a Registered Investment Advisor with the State of Washington. The planner is a CERTIFIED FINANCIAL PLANNERTM professional who is an active member of The Financial Planning Association and Retirement Industry Income Association.
Our firm does not sell products, receive commissions or manage assets. We have no conflict of interest. We put the welfare of the clients above the firm. Our client’s interests come first.
Our Mission is to help individuals that need financial planning advice but who did not think they could afford it or who thought a planner would not entertain their business.
Our Clients share in the planning process. They will be trained and educated by the planner to implement and monitor the plan making the fees charged more cost effective.