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.

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

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.

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.

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.

Very nice people but I would never use them again…read more I had them prepare my taxes for the last four years. First year was great. Then they incrementally increase their fees year over year while doing the exact same work. As a customer I felt taken advantage of. First year they charge me approximately $400 to prepare my taxes. This year they charged nearly $1000 to prepare the exact same taxes. Now that would've been fine if they had notified me prior to doing the work that they would be charging me 100% more to do my taxes this year. That way I would've i could have made an informed decision to either say yes or no to the work. Instead they perform the work and then blindside me with with an enormous bill. It would've been one thing if they had used some special accounting magic and lowered my tax obligation but that was not the case. For their thousand dollar bill I could've gotten the exact same results filing standard deductions using $30 TurboTax. So basically as they observed my income increasing over the years they decided to charge me more to prepare my taxes even though the work was exactly the same. To me that just shows a lack of ethics. So even though they're very nice I would never use them again nor will I recommend them to anyone that I know.

Steve is a great accountant!! He's open, honest and trustworthy. He's very knowledgeable and…read moreprovides great information. He's always there to answer my questions, even if it's just a short answer. Most importantly: HE HAS SAVED US A LOT OF MONEY! We've resisted using an accountant for a long time--until our taxes got too complicated. I thought we were doing pretty good using Turbo Tax but Steve knows so much more and can find deductions that we didn't realize existed. Paying for an accountant to do your taxes is often thought of as an unneeded expense but I think Steve is worth the money. Especially if he saves us time and money as well as peace of mind knowing our taxes are in good hands. His fees are very fair. He does what he says he will do and we don't get surprises for hidden or added costs. I highly recommend him!

When my mother was faced with divorce and handling her financial future, after 40 years of having…read moreit done for her, she asked me who she could talk to...and trust. I said "Pat McDevitt" without a hesitation. That is how much I like Patrick - I referred my own mother to him. He has been in this game a long time and seen lots of fads come and go and takes a really smart approach to everything. He is really even-tempered and is super reliable. Highest recommendations.

Blue Mountain Wealth Management takes a truly personalized approach to your financial success. By…read moregetting to know you and listening to your goals, Nathan aligns with you, providing a comprehensive perspective, guidance, and unwavering support. Nathan is personable and trustworthy and will put you at ease during these times of market volatility. By staying focused on your individual investment strategy and the big picture, he'll help you avoid emotional decision-making to help you reach your long-term investment goals. He definitely comes highly recommended!

Nathan is everything you'd want in a financial advisor, knowledgeable, thoughtful, and genuinely…read morecommitted to your success. He takes the stress out of financial planning and turns it into a clear, empowering process. With his guidance, I finally feel in control and excited about my long-term goals. His insight and dedication are unmatched and you'll walk away wondering why you didn't start working with him sooner.

I worked with Marko for several years as my financial advisor. Last year, I suffered a family…read moretragedy and was given the responsibility to handle several accounts for my young nieces and nephews. In the middle of setting up these accounts, I received a letter in the mail that Marko had "too many clients" and was transferring me to a different financial advisor with Edward Jones. When I called him to inquire about this transfer several times, his secretary Sue took a message, told me he would call me back, and then he never called. Within months this new financial advisor has gone out of business, leaving me stranded. My accounts are up in the air and once again, today Sue would not take my call. Needless to say, I feel unvalued and dismissed by Marko and Edward Jones. I would NOT recommend his services to others. There are many skilled and attentive financial advisors out there who will not undermine you as a client and will value the money you bring to their door. Marko reads as a very nice guy but in the end lacks follow through and consideration. Unfortunately, I received this treatment during a time when I needed his assistance the most. Look elsewhere for help.

Marko Tubic has been taking care of me for years now. He and office manager Sue run this Edward…read moreJones office like a small, neighborhood business. Even through the recession, my accounts have grown, and Marko pays attention to all the details of my financial well-being. Personal service while meeting my financial goals - what more could one ask?