As a Bay Area native, now a Seattle transplant, my value as an advisor is to help our clients with financial accountability using our comprehensive planning, rich digital platform, and a promise to help achieve/follow-through with their goals. After working in the industry for a decade, we primarily work with small businesses, young couples, single professionals, and rising established families who consider themselves "savers" or "spenders", have mutual respect, and are open and available to receive advice.
We also work with small business owner on valuations, tax efficient strategies, business & succession, employee benefits, and retirement planning. In 2025 we'll be increasing work with Start Ups and their needs throughout their business lifecycle.