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Our Process
our approach
We Put Your Interests First at All Times
Fiduciary
- Your Interests First at All Times
- Transparent Unbiased Advice
- The Highest Ethical and Legal Standard of Care
Fee-Only
- We Only Receive Compensation from our Clients
- No Commissions, Trails or Hidden Fees
- Our Interests are Aligned with Yours
Independent
- Free From Pressure of a Large Firm
- No Sales Quotas
- We Decide What is Best for Our Clients
- We are Accountable Only to You
our services
Build Lasting Wealth
Impact and Philanthropy Planning
- Values Aligned Investing
- Strategic Philanthropy
- Donor Advised Funds
- Charitable Trusts
- Family Foundations
Comprehensive Financial Planning
- Cash Flow & Budget
- Retirement Planning
- Investment Goal Planning
- Risk Management
- Tax Planning
- Estate & Legacy Planning
Investment Management
- Low Fee, Growth at a Reasonable Cost
- Diversification & Risk Management
- Ongoing Monitoring and Rebalancing
- Investment Tax Reduction & Elimination
Coaching and Consulting
- Behavioral Coaching
- Detailed Client To-Do Lists and Continual Follow-up
- Quarterly Review Meetings
- Increased Proactive Outreach During Tumultuous Markets
- Email Andrew
- 509.380.9722
- Richland, WA