Find out if we can help you and know if we are the right fit for each other. After a phone call to learn more about you with a financial advisor, we'll be able to determine if it's a good fit and if we should move forward.
If both of us want to move forward, there are two services that we provide: financial planning and investment management. Most clients do both.
A typical engagement starts with a financial plan for a one-time cost of $1,500. If we also provide ongoing investment management, it lowers to $1,000.
Our investment management cost can be found here. The ongoing relationship includes future financial planning updates and meetings with a financial advisor at our office in Spokane or virtually.
Call or send us a message for more options
7307 North Division Street, Suite 205, Spokane, Washington 99208, United States
7307 North Division Street, Suite 205, Spokane, Washington 99208, United States
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