About My Practice
What do you do? *Broad Financial Planning, Financial Plans, Consulting on Financial Issues *Work On a Fee Only Basis -- which means I’m only paid by you. No commissions, investment fees from products sold to you. The benefit to you is that the financial advisor may be more objective. What benefits could I get by working with you? *By taking action on your financial planning you may realize your dreams! *Achieve peace of mind *Feel more confident because you have a plan to reach your goals *A sense of accomplishment by increasing your knowledge of financial planning *May obtain optimism, as there may be strategies and new options that you are not aware of *May feel a sense of empowerment because you have control over your financial life *See that you’re getting the most out of the retirement or other financial options available to you *You’ll have a plan and advice that’s tailored to your unique goals. How Much Does Financial Planning Cost? The fee is directly related to the complexity and the time needed to analyze your unique question or situation. See the costs below.
How do I learn more? E-mail or phone and I’d be glad to answer any questions that you may have.
Experience
As the Owner and Financial Advisor of a fee only practice, Columbia Financial Planning LLC, Heidi assists with a broad range of financial issues. A few of the financial issues Heidi advises on are retirement planning, 401k's, 403b's, investments, inheritance, estate issues, trusts, taxes, commercial real estate, social security and estimates of retirement savings. Prior experience includes working as a Financial Advisor at the Bellevue Office of American Express Financial Advisors (now Ameriprise) offering financial plans, investments, insurance and a variety of other financial products. She was a Vice President in Commercial Lending at Security Pacific (now Bank of America). Heidi was a consultant to several large Pacific Northwest based companies assisting on a variety of loans (including real estate), investments and other financial services. She started her financial services career in 1975.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Insurance Licenses
Life insurance: WA, Health/disability insurance: WA, Fixed annuities: WA, Variable annuities: WA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MBA(Master Business Administration)
Broker-Dealer Affiliation
None/NA
Considerations: Comprehensive Independent Financial Planning. Financial Plan Minimum $6,000. Cost based on time/complexity. Payment $500 to start. Annual Review (after Financial Plan) Cost based on $250 per hour. No % fee for Investments Under Management.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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