I moved from a managed Financial Advisor program to…read moreself-directed with the help of the Creative Money team. I've been fortunate to have my financials in order but wanted to boost my confidence to roll out a "set and forget" plan that worked for me and my family short and long term. I've been pleasantly surprised with the high level of professionalism, business acumen, diligence and warmth from the team. I have been especially attracted to the process this team has in place to keep you honest to achieve your goals but yet making it easy and going the extra mile to provide transparency and honest feedback on things that an investor need to keep in mind. I personally worked with Brett who has taken the time to walk through extensive details and several scenarios of what the future might look. I'll certainly recommend working with this team!

I had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

About 5 years ago I reached out to Pacific Tax (Kurt Romischer) to help me with a more complex…read moreinvestment rental property tax filing for that year. Kurt helped break down the complex tax portfolio and walked me thru each section which was very helpful for someone with little IRS tax knowledge. This year Kurt has introduced a personalized tax filing summary video with the filing package which is really helpful to understand your tax filing situation and outcome. Kurt is very friendly, thorough, and easy to work with. I highly recommend Pacific Tax West Seattle's services.

What a lovely place. As a independent self employed artist it is terribly scary to embark on your…read moreown business and deal with the tax shenanigans. These associates were incredibly detailed and wonderfully communicative during this process. Such a huge relief to have capable professionals handle these intimidating ordeals for me. So many appreciative kudos to Sara and Kurt! Highly recommend!

I thought I had my finances figured out but decided to take a meeting with Riley after a friend…read morereferred me over. Our first couple conversations were definitely eye opening! You really don't know what you don't know. I tend to get caught up in headlines around when to buy and sell so it's nice having a professional who can manage my investments with a disciplined strategy and reliable index funds. I also was missing out on some big tax benefits that should help with saving for a home big time. Now I'm regretting waiting this long to use a CFP but better late than never. I was as skeptical as anyone but trust me, take an initial appointment, you'll only benefit!

From the owner: Ignite Financial Planning, LLC was founded by Riley Poppy, a Certified Financial Planner (CFP®)…read morepro. We are a fee-only financial planning firm dedicated to helping young professionals and their families achieve their financial life goals. We can help young professionals tackle their student loans, manage their 401ks, equity compensation, and more. We can also help new parents with insurance selection, 529 plans, estate planning, and purchasing their first home. We serve clients locally in the Greater Seattle Area and virtually with clients all over the country.

"If you need somebody you can trust, trust yourself"…read more Bob Dylan was right but heck, I know NOTHING of investment banking so I had to trust someone else to help me on this. I had some complicated moving a 403b into an IRA paying for school money switcherroo I was putting off for years as I was sure it would hurt real bad to deal with all that paperwork and red tape. I was definitely procrastinating, waiting until the last possible second. WHY DID I WAIT? Paula at Edward Jones is such an easygoing, friendly, professional and kind human being, I mean, she made it not only painless and easy, but FUN? I've worked with her via an agency I worked at as well and she was a great resource for all things related to both retirement plans and socially conscious investing for our board of directors. All that and she has an adorable dog at the office & a whipsmart assistant manning the front desk who is like her secret weapon of more niceness. If you need any help of the financial kind, I tell you Paula's there to help and if I trust her, I can assure you she's the one you can also lay your trust with.

We were very new investors several years ago and we went to Paula. We didn't have a large amount…read morebut to us it was quite large. Paula treated us like we were investing millions with her. She took time to explain our options and what might be best for our personal plan. She has continued to update and keep in touch with us so we are getting the most for our investment. I have referred family members to her as well and they have all been pleased with her advise and services.

When I worked in the corporate environment, I never had a problem earning money. Saving it was…read moreanother story...but I was making enough that frankly it didn't matter as long as the paychecks kept coming and the 401K savings was auto-deducted. It wasn't until I made the leap to small business owner where my deeper underlying money beliefs reared their ugly heads. Things got super real...in not a good way. My chronic tendency to depreciate the value of my heart-centered hard work meant that I was constantly underpricing and in a state of "not enough". I've been working with Heather for a few months and have been amazed at the shifts. Starting at the first meeting we were able to access and clear some of the mistaken beliefs that I have about money (tied to old but subconsciously powerful traumas). I've raised my rates and started being able to self-regulate when fear and anxiety raises it's ugly head. I've taken a number of classes on the mechanics of handling money..but working with Heather is the first time that we've gotten to the underlying reasons of why. Highly recommend!

From the owner: Money Mentoring, also known as money coaching, gives you the practical skills to trust yourself in…read moremoney matters by bringing to light the beliefs and attitudes that may be influencing your money behaviors. You will be guided to create a customized spending and earning plan that is specific to your individual needs and wants. This is a process that unfolds over time, helping you to become more aware of your finances and building your financial muscle

I had been looking forward to working with Larissa, however she neither showed up for appointments…read morenor answered when I called. I made appointments with her online system for a free consultation. When she didn't show the first time I thought it was a scheduling error on her appointment system, at least that's what I chalked it up to. I made a second appointment, which was validated by the appointment system. When I arrived for that appointment I was told she wasn't working in the office that day and was working from home. I was given her phone number to call her. She did not answer the phone when I called shortly after the appointment time. In response to missing the appointment, she sent an email in which she indicated she wasn't even sure she had the right recipient! Wasted time and money for parking but I guess better to find out now about the unreliability factor.

I recently referred clients to Larissa who were making a decision about a job opportunity in…read moreanother state and were concerned about potential financial ramifications as they have pension and other decisions that they would be forced to make. Larissa was able to model the alternatives and provide a clear path. The husband is an engineer who likes detail and she was able to make him very happy. Great job!

I was looking for an insurance agent and came across PNW Financial. I requested an agent call me…read moreand someone called me right away, handled all my needs and got me the coverage I was looking for at a lower price than what I was currently paying. I decided to bundle my car, home and life insurance to save even more. They did an amazing job and were fast and efficient. I'd use them again in a heartbeat.

I had no idea where I should start looking when I decided to invest my savings and 401k until I…read morefound PNW Financial. I worked with Michael Bús and right away I felt he was competent and knowledgable in the areas of money management and the market. He gave me great advice and is quick to call me if he feels that my accounts could benefit in any way. I plan on growing my accounts and working with him long into the future.

They're nice here. Probably because I just gave them all my money. And they're really great about…read moreexplaining what they're going to do with all my money... Although, I'm sure they're leaving out the part where they lay it out on the floor and roll around in it. But, this place is the only reason why I won't be living on the streets, with a shopping cart full of Fluevogs, when I'm 65. Still! All. My. Money. So now I'm stuck at home, instead of cavorting around Hong Kong and Dubravnik. And I don't have an iPhone. And I only have basic cable... Jerks.

Just finished talking with a rep. Question about RMDs, transfers, and taxes. Friendly, clear,…read moreconcise. I explained my thoughts, and they filled in the blanks. So glad I don't need to go downtown.

EWM is a fantastic group that is both professional and personal. I've watched them beat the market…read morefor years and have been impressed by both their financial wisdom as well as the quality of service. Highly recommended.

I was weeks into trying to figure out what to do after a terrible financial mistake. I'd contacted…read morea few places, but they all wanted fees upfront--even before hearing my full story. Then I came across a quiet mention of cwpsc (you know the rest com) in a forum. I reached out, cautiously. They listened first, didn't charge anything upfront, and stayed in touch throughout. Things eventually turned around, and I could finally sleep again.