I practiced as Navigator Financial Planning, Inc. from 2003 through 2009. In 2010, I joined SoundView Advisors, a multi-planner fee-only practice with offices in Seattle and Olympia, Washington.

At SoundView, we provide financial counsel and investment management services to our clients, built on a foundation of financial life planning which integrates all the various areas of your financial life. These ongoing services are provided under an annual retainer fee structure. If you think you may be looking for what we offer, I’d love to help you find out more. You may click the link below to be redirected to our main web page, or simply give us a call at 360-867-9890.

Thanks – I appreciate your interest in financial planning generally, and our services specifically. I hope we’ll be talking soon!

www.SoundViewAdvisors.com