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
- Charitable & Planned Giving
- Buying a Home
- Asset Allocation
- Estate Planning
- Investment Management
- Employee Benefits
- Getting Married
- Mutual Funds
- Real Estate
- Insurance
- Retirement
- Life Planning
- Long-term Care
- Medical & Health Issues
- Sudden Wealth
How Planner Charges
Considerations: We have separate financial planning retainer based on complexity of case in addition to AUM of 1/2 of 1 % annually for first 3 million and 1/4 of 1% annually for anything in excess of 3 million.
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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425 Commerical St
Ste 203
Mount Vernon
WA
98273
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Select
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425 Commerical St
Ste 203
Mount Vernon
WA
98273
|
|
Select
|
|
425 Commerical St
Ste 203
Mount Vernon
WA
98273
|
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