Fee-only Financial Planning

Fee-only financial planning for service members, veterans, and their families both locally in Spokane, Washington and across the country. 

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A fee-only, fiduciary financial planner with the heart and soul of a counselor

Everyone deserves a trusted advisor to help them along their path.  I provide solutions-focused, client centered financial planning.  I help my clients navigate the complicated emotions and circumstances associated with money so that they can reach their financial and life goals, care for their loved ones all while living a full life.

As a fiduciary, you come first.  I will act in your best interest at all times. 

          As a fee-only planner, I will never sell you a product or service you don’t need.  

You are the center of this journey.  Together, we will create a customized plan for your unique situation and goals.

Over the past 27 years, I have developed a deep understanding of the unique financial needs of military members and veterans.  As the spouse of a Marine, a military financial counselor, and now Certified Financial Planner I have first-hand experience balancing military finances with living a rich and full life. 

Let me help you live your best life now and in the future!

Set up a meeting.

Learn more about us at www.mycifp.com


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