Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $100,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Buying a Home
- Banking
- Charitable & Planned Giving
- Annuities
- Asset Allocation
- Career Change
- Bankruptcy
- Estate Planning
- Disaster Recovery
- Investment Management
- Limited Partnerships
- Employee Benefits
- Getting Divorced
- Mutual Funds
- Irregular Income
- Getting Married
- Identity Theft
- Job Loss
- Real Estate
- Insurance
- Life Planning
- Retirement
- Stocks & Bonds
- Startup
- Succession Planning
- Starting a Family
- Tangible Assets
- Long-term Care
- Medical & Health Issues
- Sudden Wealth
- Men's Finances
- Nontraditional Households
- Special Needs
- Personal Taxes
- Women's Finances
How Planner Charges
Considerations: The majority of our business is fee based, however we do not want to limit your investment or insurance options to what is only available to fee based advisors.
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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Columbia Center
701 Fifth Ave Ste 6870
Seattle
WA
98104-7029
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Select
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Columbia Center
701 Fifth Ave Ste 6870
Seattle
WA
98104-7029
|
|
Select
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Columbia Center
701 Fifth Ave Ste 6870
Seattle
WA
98104-7029
|
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