Getting Started with Advice and Planning

 

I offer two levels of planning. The first is limited advice regarding one or more issues. This might be helping evaluate or analyze a decision, giving a second opinion, evaluating a portfolio. One meeting may be enough. Call me if you feel this is what you need, 206-189-2498.

 

Formal financial Planning is the second level of service. The result will be a written plan. It could involve any or all of the following issues:

 

 

Prior to any meeting, it is a good to collect and review many of these types of documents: tax returns, account statements, mortgage information, pay stubs, insurance policies, retirement accounts, Social Security and pension statements.


 

 

  I follow the financial planning guidelines of the Certified Financial Planner Board of Standards.