Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $500,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Buying a Home
- Charitable & Planned Giving
- Career Change
- Asset Allocation
- Estate Planning
- Investment Management
- Getting Divorced
- Insurance
- Life Planning
- Retirement
- Sudden Wealth
- Personal Taxes
- Women's Finances
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.
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7900 SE 28th St
Ste 204
Mercer Island
WA
98040
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Select
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7900 SE 28th St
Ste 204
Mercer Island
WA
98040
|
|
Select
|
|
7900 SE 28th St
Ste 204
Mercer Island
WA
98040
|
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