Individual Financial Planning Services
With a team of Certified Financial Planner™ practitioners you will benefit from our commitment to give your wealth purpose and empower you on the path to a financially secure future. We provide comprehensive advice that considers your needs, life goals, and looks beyond what you have to invest. Our fee only, client first approach ensures the highest level of objectivity.
Clients begin their planning with our Discovery Process, gathering information about your specific objectives. We work with you to provide a reasonable savings and investment strategy to improve the probability of meeting your goals. Planning often culminates in designing cash flow strategies to fund your specific goals.
Examples of financial planning engagements and applying our expertise include:
- Planning for retirement
- Coordinating multiple goals such as funding college for the kids
- Establishment and funding of Retirement Plans
- Inherited (stretch) IRA's and Required Minimum Distributions
- ROTH Conversions
- Retirement Distribution Planning and early retirement (SOSEPP) withdrawals
- Financial Planning for Long Term Care Workbook (pdf)
Relevant Blog Posts
As the newest member of the AWMI team, I hit the ground running from day one! My educational background is in economics and business – I earned my bachelor’s degree in economics from Western Washington University in 2014 and my MBA from University of Alaska in 2019 – while my professional career has largely been […]
As interest rates have recently declined to now historic lows, the question of whether to embark on the home refinancing journey is now top of mind for many individuals. The current interest rate environment certainly provides opportunities that might result in savings or other planning advantages, but only after evaluating the entire picture. While we […]
A number of months ago I wrote about the work of economist Raj Chetty and his peers at Harvard with the Opportunity Insights project. Their non-partisan non-profit tracks changes in the ability of children to achieve the American Dream as defined by the aspirations that all children have a chance at economic success regardless of […]