7900 SE 28th Street
Suite 204
Mercer Island, WA 98040 |
| Phone: |
(425) 646-9292 |
| Fax: |
(888) 855-4887 |
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*As Seen In... Forbes,
February, 2009
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Personal Financial Management
A Comprehensive Approach
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We review your records and discuss your experiences to gain the foundation to provide you with optimal advice. |
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We develop a strategic plan which integrates all aspects of your financial life. |
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We help you implement your plan, including investment deployment, asset protection, cash planning, tax planning, estate planning, debt management, and other areas that impact achievement of your financial goals. |
Details Matter
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We help you focus on individual decisions you must make to reach your long-range objectives. Day-to-day financial decisions are equally as important as long-range planning goals—one cannot be accomplished without the other. |
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We help you put the plan into action by managing the smallest details. |
Progress is Reported
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We meet with you regularly to review your portfolio and address new developments. |
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We provide a comprehensive report designed to summarize where you are and where you’re going in your financial life. |
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