• Who We Are
  • Meet The Team
  • Get Started
  • Services
    • Financial Planning
    • Investment Management
    • Blog
    • Spokane Business Owners
    • Links
  • More
    • Who We Are
    • Meet The Team
    • Get Started
    • Services
      • Financial Planning
      • Investment Management
      • Blog
      • Spokane Business Owners
      • Links
  • Who We Are
  • Meet The Team
  • Get Started
  • Services
    • Financial Planning
    • Investment Management
    • Blog
    • Spokane Business Owners
    • Links

GET STARTED

GET STARTED

Talk to us

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.

Next Step

If both of us want to move forward, there are two services that we provide: financial planning and investment management. Most clients do both.

Financial planning cost

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. 

Investment management cost

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.

Don't see a date that works?

Call or send us a message for more options

Stop by our Spokane office to meet a financial advisor and the whole team

7307 North Division Street, Suite 205, Spokane, Washington 99208, United States

  • Meet The Team
  • Get Started
  • Financial Planning
  • Investment Management
  • Links

7307 North Division Street, Suite 205, Spokane, Washington 99208, United States

(509) 443-0845

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