Create a clear roadmap for short-term needs, intermediate milestones, and long-term goals like retirement so you can make more informed decisions at every stage of life.

The shift from building savings to spending requires a strategy tailored to you that optimizes how your assets are used, whether that means retiring at a traditional age, easing into part-time work, or redefining what retirement looks like for you.

Personalized guidance on managing income, expenses, budgeting, and debt with strategies to improve cash flow, build emergency savings, and reach your financial goals.

Review your investment strategy with recommendations to simplify, consolidate, and strengthen your portfolio, focused on low-cost, diversified, index-based ETFs.

Explore strategies for tax-efficient investing, asset location, tax-loss harvesting, Social Security timing, IRA conversions, charitable giving, and customized withdrawal strategies.

Discuss strategies for protecting your loved ones and supporting the causes you care about through wills, trusts, beneficiary designations, guardianship, charitable giving, and more.

Sustainable investing is an optional strategy to help you build wealth while supporting environmental, social, and governance (ESG) principles, aligning your portfolio with your values.

Get unbiased, objective advice on your insurance needs, including life, disability, long-term care, home, auto, and umbrella coverage, to help protect your family and finances.

Talk real estate with a financial planner who combines fiduciary advice with real-world investing experience, having owned, operated, and successfully sold rental properties and a property management business in Seattle.

Evaluate the impact of major choices like a home remodel, real estate investing, career change, business ownership, or other major milestones, with advice tailored to your situation.

Ask the personal finance questions you’ve always wondered about in a friendly, judgment-free setting, or give the gift of financial education to recent graduates and others beginning their money journey.