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FAQs

Who will we meet with?

Whether you are young and need a plan to get out of student debt or established and looking forward to retirement, there are no asset minimums to work with us. We are happy to sit down and talk with anyone! 

What will it cost?

There is no fee or obligation to meet with us. 

When can we meet?

We are willing to work with you and your busy schedule. We are generally able to meet with clients Monday-Friday between 8:00 AM and 7:00 PM. If that availability doesn't work for you, don't be afraid to reach out to see if there is something we can make work!

Where can we meet?

Our office is located at 19020 33rd Avenue West, Suite 480, Lynnwood, WA 98036. Although we prefer in-office meetings, we like to accommodate our clients' needs and are open to meeting them where it is most convenient. Not in the area? We are also able to conduct phone appointments!

What should I bring?

Documents Needed These documents are great to bring to our first meeting!

Budget Sheet This worksheet helps us build your financial plan!

Financial Planning Questionnaire This information will help us understand your situation!

What services do we offer?

We offer a variety of services such as financial planning, retirement plans, pension maximizing for employees of state hospitals and schools, 401(k)s, long term care, disability, and insurance.

How often should we meet?

Your preference will determine how often we meet with you! Ideally, we would like to meet and touch base every 6 months.

What kind of events do we do?

We continue to grow through clients and their referrals, so we like to thank them in return! See our events page for more information!


Still have questions? Let us know!

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06/19