Our Process

Our Process

“How you climb a mountain is more important than reaching the top.”

- Yvon Chouinard

Working with money can be difficult, complex, and overwhelming. There are many strategies and solutions, various theories and practices, and ever-changing markets, rules, and regulations that distract from a clear way forward. Further, as your life changes, the way you manage money needs to change too.

The best way around the complexity and confusion is to follow a clear process to get where you want to go. As the years go by and you begin to trust your process, the anxieties and complexities are easier to work through.

In every area of Financial Planning in which we work, our process is to follow these three simple steps:

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To learn more about our process and how it can help you, call us at (206) 516-7991 to schedule an obligation-free meeting.

What We Do

Learn more about how our strategy can help you by watching the video below.

Securities and advisory services offered, in states where licensed, exclusively by Russell D. Cole, CLU, ChFC, Jordan Cole, CFP®, Katherine Benjamin, CFP®, CLTC and Michaela Anderson, CFP® through KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor.

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