Financial Planning


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Your financial plan is unique.

 

That’s why we call it your Cashflow Fingerprint®, and the results of your initial Cashflow Fingerprint® financial planning session will serve as the basis for your portfolio’s asset allocation. If you’re an investment management client, Cashflow Fingerprint® financial planning is provided at no additional charge. If you’d prefer stand-alone, Cashflow Fingerprint® financial planning without investment management services, we provide that as well for a $2,500 fee.

 

Call us today at 206.259.0575 or email us HERE. Are early mornings, evenings, or weekends better? We’re available when it’s convenient for you!

 

Are you confident you’re on a path to retire comfortably AND to remain comfortably retired? Are you sure you’re not at risk of outliving your money? Don’t guess. Know where you’re going. Investing is a journey, and you need a roadmap. Our Cashflow Fingerprint® financial planning process produces one for you.

 


Cashflow Fingerprint

Make sure your financial plan is a Cashflow Fingerprint®. Why? Because it’s a tax-accurate, powerful tool developed by a team of CPAs and Investment Advisers. We use the Cashflow Fingerprint® to design a plan around the way you want to live.

 

Learn more: Call 206.259.0575 or Email us.

 

 

 

DISCLOSURE: Pacific Northwest Asset Management, LLC (hereinafter “PNW Asset Management”) is an investment adviser registered with Washington State. PNW Asset Management may not transact business in states where it is not appropriately registered, excluded or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.