Financial Architects

Financial Planner in Redmond, Wa

  • 16275 NE 85th Street Suite #C
    Redmond, WA 98052

  • Categories:

    Financial Planner, Financial Consultant,

  • Service Area(s):

    King County

  • Product(s):

    We educate our clients regarding risk and opportunity. We believe successful financial planning must address Cash Flow, Asset Allocation, Wealth Preservation, Tax Reduction and Risk Management. We encourage clients to implement a comprehensive financial plan designed to optimize their current and future financial situation.

Financial Architects is a financial firm in Redmond, Wa. We believe there is no such thing as a one-size-fits-all financial plan. Nor do we begin with a preconceived notion of your needs. To best understand your current financial situation we ask many pointed questions about your hopes, dreams, values, emotions, feelings, thoughts, biases, concerns and fears. Listening carefully to your answers enables us to understand and create a custom financial plan designed to help you reach your goals and objectives.
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More on Financial Architects:

Services: Step (1) Discovery * Evaluate Your Current Financial Position * Identify Priorities, Values and Concerns * Present the Financial Planning Process Step (2) Profile * Gather Financial Information * Determine Client Values * Establish Priorities, Goals and Objectives * Analyze Your Current Financial Position Step (3) Strategy (Rough Draft) * Present the Planning Analysis * Confirm All Financial Information * Discuss Relevant Strategies and Options * Prioritize Your Budget Step (4) Implementation * Deliver Completed Financial Plan * Review Strategies and Recommendations * Develop an Implementation Schedule * Establish Accounts Step (5) Review * Monitor Results * Evaluate New Goals and Opportunities * Review Implementation Schedule * Discuss Changes and Enhancements

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