WELCOME TO HUMAN INVESTING
Locally owned and operated since 2004, our team of credentialed, knowledgeable, and experienced CERTIFIED FINANCIAL PLANNER™ professionals, CPAs, and Client Service Associates have helped many Northwest families reach their financial goals with passion and precision.
Whether you are planning to save for your children’s education, a down payment on a home, or considering retirement, you now have access to a team of experienced financial experts that are ready to help you.
TRUSTED BY MANY ACROSS THE NORTHWEST
We’re a fiduciary. That means we’re legally bound to act in our client’s best interest. Our reputation has helped us become one of the top wealth management and corporate retirement plan firms in the state.
TRULY COMPREHENSIVE AND PERSONALIZED PLANNING
We integrate every aspect of your financial life together to help you make better money decisions. Most brokers and firms rarely go beyond what’s in your portfolio.
WORK WITH FINANCIAL EXPERTS
At all times, a CERTIFIED FINANCIAL PLANNER™ certificant, who has passed the certifying exam, in good standing, and eligible to use the CFP® mark, will sign off on your financial plan.
Working with us
We work closely with you to customize your financial plan.
Step 1
We'll listen to who you are and what you value. We’ll get to know your goals, risk tolerance, timelines, and how you’re currently saving.
STEP 2
We’ll present a plan across multiple categories that factors in things like market volatility and assess how the future may unfold.
STEP 3
We’ll set you up with your own personal dashboard. This is where we plan, execute, and monitor your investments.
STEP 4
There’s a peace of mind that comes from establishing a roadmap. We’ll continually ensure that your plan adapts with you.
OUR FEES
WE’RE FEE ONLY, AND OUR FEES ARE COMPETITIVE
We have different tiers depending on the complexity of your situation and the total amount of assets we’d oversee.
We will break down the fees for you prior to signing an advisor agreement.