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Holly S. Whittle, CFP®

Thrivent Financial for Lutherans

805 Dupont St
Ste 2
Bellingham, WA 98225
Phone: (360) 738-3588
Fax: (360) 676-5854

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Career Change
  • Investment Management
  • Life Planning
  • Retirement
  • Sudden Wealth
  • Nontraditional Households

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.