Visit My Website, PlannerGirl.com and Learn More About Angie Furubotten-LaRosee, Certified Financial Planner™ Professional
ANGELA FURUBOTTEN-LAROSEE, CFP® is a fee-only, 100% independent Registered Investment Advisor (RIA) registered with the State of Washington. She is a Certified Financial Planner™ Professional offering objective financial advice to regular folks with a special emphasis on planning for educators. She strives to make planning relevant to people’s lives by giving them immediate value and control over their own financial future.
Financial Planning is the development and implementation of a coordinated financial plan for the achievement of one’s overall personal and financial objectives. A financial plan is the "road map" for navigating the financial highway of one's life. ANGELA FURUBOTTEN-LAROSEE, CFP®’s services are tailored to the individual needs of her clients. ANGELA FURUBOTTEN-LAROSEE, CFP® offers three primary services to provide the “road map” they seek.
1 - “On-Track” Comprehensive Planning Service is a comprehensive planning process which produces a written plan evaluating the broader areas of financial planning which are retirement, taxation, investments, insurance, and estate planning.
2 - “On the Spot” Hourly Financial Planning Service is hourly consulting for smaller projects. Client will leave with recommended action steps.
3 – “On Site” Corporate Hourly Financial Planning Service is hourly consulting for employees of the corporation ANGELA FURUBOTTEN-LAROSEE, CFP® has contracted with. ANGELA FURUBOTTEN-LAROSEE, CFP® will work with the company to understand the details of their company benefits and contract to be on site for a defined amount of time to meet with employees individually or as a group. Meetings are typically conducted at the work site.
Prospective clients are welcome to a free initial phone or face-to-face consultation prior to engagement.
Contact Angie at 509-366-0032 or email me at FinancialPlannerAngie@gmail.com.