Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $0
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Banking
- Charitable & Planned Giving
- Annuities
- Buying a Home
- Career Change
- Asset Allocation
- Estate Planning
- Investment Management
- Mutual Funds
- Getting Married
- Insurance
- Job Loss
- Retirement
- Life Planning
- Starting a Family
- Medical & Health Issues
- Sudden Wealth
- Nontraditional Households
- Women's Finances
How Planner Charges
Considerations: Clients may choose fee or commission depending on what works better for them.
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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15433 Country Club Dr
F 302
Mill Creek
WA
98012
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Select
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15433 Country Club Dr
F 302
Mill Creek
WA
98012
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Select
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15433 Country Club Dr
F 302
Mill Creek
WA
98012
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