About My Practice
We are a fee-only firm, providing wealth management services to individuals, their families and businesses, depending on their unique needs. Financial planning services may be comprehensive, including all aspects of our client's financial affairs, or targeted, including only one or two aspects. Our hourly fees for financial planning services are suitable for clients of any size. Investment management services may be discretionary or non-discretionary, as agreed by our firm and each client. A formal Investment Policy Statement is designed for each client and detailed reviews are prepared quarterly in writing. Although clients with growing portfolios are easily accommodated, our investment management fees are most suitable for those with portfolios of $500,000 or more.
Over 30 years of professional education and experience (including supervisory experience) in financial planning and investment management. Member Financial Planning Association (FPA), Spokane Estate Planning Council, NASD Board of Arbitrators, State of Washington Financial Education Public Private Partnership (FEPPP) by appointment of Governor. Established Asset Planning & Management in 1997.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Series 65
Considerations: Financial planning clients pay hourly fees based on time spent addressing their planning issues. Investment advisory clients pay fees based on assets under our management.
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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