We Are Focused on You
As fiduciaries that care deeply about our profession and our clients, we do everything we can to help you succeed, have a fuller, less worrisome relationship with your finances, and achieve your goals. We develop close relationships with our clients and love celebrating your accomplishments and successes. And when you face tough obstacles, we are there to help as a resource and guide during challenging times.
We Are Local
We love the Pacific Northwest as much as you do, but that is not the only advantage to hiring a local advisor. We understand state-specific financial planning issues, and we have local connections to estate planning, insurance, and tax professionals. These connections allow us to better act as the coordinator of your entire financial picture.
We enjoy meeting you in person. While we appreciate virtual meetings as much as anyone, we value the connection that is forged when we meet in person.
Our Training and Education
WWFAN Advisors all have the CERTIFIED FINANCIAL PLANNER™ certification (or have met the education and test requirements and are waiting to fulfill the experience requirement), which is the standard of excellence for financial planners. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients’ best interests. In addition to the coursework and exam required to obtain the CFP® Certification, we are also required to complete 30 hours of continuing education every two years.
While fiduciary, fee-only, and independent describe the ways that we run our practices, our CFP® Certification allows our clients to feel confident that we are trained and staying up to date on important topics in our field.
Professional Support and Accountability
By agreeing to join this network, we have made a commitment to hold one another accountable to the highest professional standards. We know we serve our clients best when we can grow professionally, collaborating on planning issues and sharing our expertise.
By working with a WWFAN advisor, you’re getting the personalized services that come from working with an independent financial advisor, and the confidence that comes from working with someone who has a strong team of experts by their side.