Issaquah Financial
How We Work
We utilize a simple 4 step process
Traditional Individual and Family Planning
1. Discovery – First Meeting
We learn about your financial situation and find out how we can help you. We discover and prioritize your goals.
2. Build your Plan
We gather any important documents, research financial options, and evaluate your financial situation including assets, investments, obligations, and monies in order to build your financial plan.
3. Implement your Plan
We implement and continuously manage your financial plan. Including short-term and long-term goals.
4. Ongoing Partnership
We meet regularly and make sure your financial plan remains on track with your goals.
Special Needs Financial Planning
1. Discovery – First Meeting
We learn about your financial situation and find out how we can help you. We discover and prioritize your goals.
2. Build your Special Needs Financial Plan
We gather any important documents, research financial options, and evaluate your financial situation including assets, investments, obligations, and monies in order to build your special needs financial plan.
3. Implement your Special Needs Financial Plan
We implement and continuously manage your special needs financial plan. Including short-term and long-term goals.
4. Ongoing Partnership
We meet regularly and make sure your special needs financial plan remains on track with your goals.
