About My Practice
Belmore Financial, LLC provides accessible and affordable financial advice, conversations, and education. We're here to talk with you, at your level, about the things you'd like to discuss. If you want to review your overall financial situation, discuss specific topics, or ask financial questions you haven't felt comfortable asking elsewhere, we hope you'll come see what Belmore is all about.
We can be a great fit for those in the following situations:
- Couples moving in together, getting engaged, or married that haven't sat down and talked through their financial situations and goals
- Preparing for the arrival of your first (or second, third . . . ) child
- Working through a major career change
- Recently laid off
- College planning for your kids
- Going through a separation or divorce
- Losing your spouse or loved one
- Planning the impact of an inheritance
- Budgeting and debt management
- Social security planning
- Retirement planning
It's a new take on the financial advice industry. We don't sell financial products or manage money for a fee. All of our services and pricing are listed on our website.
For questions or more information, please contact me by phone (425.861.4926 or 800.895.1298) or email (email@example.com).
I graduated from RMIT University in Melbourne, Australia with a Bachelor of Arts in Photography. Throughout college I found I was more interested in the business and financial side of things. After graduation, I returned to the Pacific Northwest where I went to work for Horizon Asset Management, LLC in January, 2006, became a Principal in 2011, and remained until founding Belmore in May, 2013.
What I enjoyed most at Horizon was talking with people. So now, I'm trying something a little different. Our business model is solely around talking with you. We are not licensed to sell insurance or any financial products. We do not manage money and we do not prepare full financial plans.
Many people need to talk with a financial professional but are concerned the advice may benefit the professional more than the person seeking it. We have removed those conflicts of interest. Maybe you want a second opinion, the bulk of your assets are tied up in company retirement plans but you still have a number of questions, or you haven't worked with an advisor before and aren't sure what kind of advisor you may or may not need. Our ideal client is anyone with financial questions that wants to learn and talk through the answers and possible solutions.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Fees are $100/hour and I recommend 90 minutes for the initial meeting ($150). We can meet in my office, over the phone or Skype as often or as little as needed for financial advice, conversations, and education. See website for more details.
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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