Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $250,000
Specialties
- Comprehensive Financial Planning
- Attending College
- 401(k)/403(b)/IRAs
- Charitable & Planned Giving
- Annuities
- Asset Allocation
- Career Change
- Estate Planning
- Investment Management
- Limited Partnerships
- Getting Divorced
- Employee Benefits
- Mutual Funds
- Real Estate
- Insurance
- Retirement
- Stocks & Bonds
- Life Planning
- Long-term Care
- Sudden Wealth
- Women's Finances
How Planner Charges
Considerations: We are a boutique financial planning firm specializing in investment and retirement income planning. We concentrate on individualized solutions to help you achieve your financial goals.
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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711 W Indiana Ave
Suite 101
Spokane
WA
99205
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Select
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711 W Indiana Ave
Suite 101
Spokane
WA
99205
|
|
Select
|
|
711 W Indiana Ave
Suite 101
Spokane
WA
99205
|
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