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.

I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the…read moretime I was in a new job as a contractor and really needed help with planning. Mindy was great, walked me through a plan and i was headed off to the races. I'm not sure I really understood it, but I rolled with it as best as I could. Fast forward a handful of years later and I wanted to revisit my plan. A lot changed from job to income and I needed something new after selling some real estate. The 2nd experience wasn't quite the same for a number of perspectives. What hit me the hardest was hearing what was said about my situation behind the scenes after my first consultation with Mindy. The planner (Sam) actally said outloud they didn't believe I could make something happen with the previous plan. Guess what, I did do something. Now I'm in need of another plan after an unexpected windfall, but don't trust the experience won't be the same. The other part I don't get is why it was suggested to open a brokerage account (which I did based on the plan) when playing the stock market is not something I do or comfortable with. Anything having to do with stocks and the market scares me and I'm very uncomfortable on any financial site outside of a bank. Nothing makes sense and vocabulary is vague. I expressed my discomfort in this area and needed a lot of hand holding to execute moving funds and opening a brokerage account. I still don't understand this one, but I did it based on a recommendation. Now I am sittiing with a brokerage account and it's doing nothing because the thought of it just paralyzes me. While the set it and forget it method is great concept in theory, it's only as good as the plan and the clients ability realistically execute. Although the 2nd plan was a great idea to retire at 62, it had zero reality of lifes unexpected changes. Good Luck!

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.

LRS has a live agent available to chat on their participant portal in case I have questions, which…read moreI usually do. They have a little bit of a wait for email responses, but it is understandable when there are several compliance items to get through. I appreciate the explanations we have gotten over the past few months, as I am navigating using the portal more in my role. Also, online enrollment has been so good for our employees!

LRS has a well-trained and knowledgeable staff. They are very responsive and thorough with their…read moreexplanations. The team works together to put you in touch with the appropriate person to help you through to the end result. They do not leave you hanging until your problem, or question, is resolved. Pricing for their various services is fair and a great value.

Being a couple looking forward to retiring within the next ten years but with having done little…read moreplanning for retirement, John was exactly what we needed to prepare and navigate for the years ahead. He has worked at our level, helping us to become knowledgeable and prepared for the road ahead, without any pressure and with lots of patience. His style was relaxed and he went at our pace, answering numerous questions and providing the guidance, confidence, and support we needed. He is a rare find, being that blend of compassion and integrity that is hard to come by in the world of business these days.

From the owner: We aspire to do things a little differently, based on these core beliefs:…read moreOur first job is listening. Financial planning is about more than money. Little things can make a big difference in improving your financial trajectory. A goal without a plan is just a wish. Financial planning is a relationship, not a transaction. Wealth shouldn't come at anyone else's expense. It's possible to do well by doing good. We have a responsibility to honor your goals above our own. We can empower you to own your own future.

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

Perfectly nice, but just wasn't the right fit for me. He doesn't really dive in to personalization…read moreof service - you must have questions and know enough to ask the right things so that he can give you feedback. Even then though, sometimes he would give me very basic feedback that is obvious for anyone who can read versus giving larger context around what would fit my goals and my lifestyle which we had talked about in detail. I think he's nice and would maybe be a good fit for someone who does not know what they want or doesn't want to think about anything related to their financial goals. Very low maintenance clients are the way to go here. If you need any more than that, it may not be the right fit.

Levi is fantastic. With the reasonable flat rate he is also very responsive to email updates and…read morequestions as financial decisions come up in life. Levi helped us over the last year with planning how to handle an unexpected windfall. He helped us through planning our first home purchase and has been responsive and helpful. I'm so glad we decided to hire him last year!

She was a good trusted financial planner for years. However when she became involved with my…read moredivorce she lost all sense of ethics and loyalty. If you ever start going through a divorce I suggest you get rid of her or keep her in the background. Do not let her get a foothold in ideas about how your eventual divorce should look. In particular, don't trust any attempts to write a post nuptial contract.

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.

100% recommend!! I…read morewas a little skeptical at first thinking it was a scam and that it was too good to be true, but after reading his reviews, I chose to move forward. I paid for his services for exactly a year. And after a year, Jesse was able to knock off around $20k of collections off of each of the three credit bureaus! Not going to lie, I was a little disappointed after the year mark to the point I requested to discontinue services and Jesse was very understanding and said my one year membership just expired and he already filed the next round of disputes and to expect a change within the next 90 days. Well 3 weeks later, he managed to get a $14k collection removed from all three bureaus!! To think I was on the verge of filing bankruptcy before I googled local credit financial services here in Seattle, I'm glad I trusted him. My credit score has jumped at least 150 points. Thanks so much Jesse! Please let me know if there are any other services you offer!

Honestly I don't know where to start with. I had a very frustrating experience with this…read morenon-responsive company that seems to do nothing but be intent on ruining time and wasting money. First they try to scare you that someone could damage your credit card information as well. Then they sell you their service. They will steal your identity I have made a complaint already to Authorities and they are investigating about this company. All they do is false advertising of their services and claim what they really can not do.