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Our Financial Lives Are Complex

The future can seem so uncertain.  We understand how hard it can be to know the right things to do. 

Your money can help you shape the life you want for you and your loved ones.  And with the right financial partner, it becomes an even more powerful tool.  At Avea Financial Planning, we offer independent, fee-only financial planning, investment management and college planning services.  We are a fiduciary to our clients and we help create your personal financial road map so you can live a rich, intentional life.  Serving Gen X and pre-retirees around the Pacific Northwest and virtually throughout the country we wish to extend our reach far and wide to those who seek solid, unbiased advice.


Investment Management

Saving and investing with a tried and true plan will  grow your wealth and help you reach financial freedom.

Retirement Planning

Retirement might be on your radar, or maybe it’s more about FIRE (financial independence, retire early). Creating a plan so that you can have 100% confidence in your future and having a guide to help keep you on track is the recipe for success.

College Financial Planning

We specialize in the unique financial needs of parents of college-bound kids. We help with college selection, figuring out a family budget, create a four-year funding plan, and ways to lower the overall cost of college.

Who We Serve

Our clients come from all walks of life but through a strong work ethic and determination have achieved a certain level of success in their careers or businesses.  Now they wish to bring their finances all together through a long-lasting relationship with a trusted advisor.

We place the highest value on strong relationships, those between family, friends, community and within our advisory firm.  Our goal is to build a small community of clients so that we can create lasting relationships and offer the highest level of service and accessibility.  


Pre-Retirees

Mid-Career Professionals

College-Bound Families

What's your potential for building and maintaining wealth? take survey to find out.

Let’s do this!  How does this work?

Step 1

Schedule a free 30-minute no pressure phone or videoconference meeting and we’ll talk about what you need and what we do.

Step 2

We meet and decide if working together makes sense.   If the answer is yes, then on to Step 3…

Step 3

We set up a few meetings, talk about a lot of different things, collect a lot of info about you and your family, and off we go.  We create a customized plan bringing simplicity to your complex financial life and work on putting that plan in place over a life long relationship.

Take the First Step. Schedule Now

Why Avea Financial?

We exist to take the uncertainty out of planning your financial future.

Click the button below to learn how.

GET TO KNOW US

Recent Posts

 Are you a self-motivated, entrepreneur type?  Good with people and numbers, how about taxes?

I’m looking to partner with exceptional people. Click here to learn more.

Get In Touch

AS SEEN IN

Save Your Sanity

Save on the Cost of College

Be Retirement Ready

Angela Furubotten-LaRosee, CFP® is with Avea Financial Planning, LLC, and is a registered investment advisor in the State of Washington. The advisor may not transact business in states where she is not appropriately registered, excluded or exempted from registration. Individualized responses of personalized investment advice for compensation will not be made without registration or exemption.

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Avea Financial Planning, LLC

A sneak peek at who is on my upcoming podcast. And it was her birthday today too. Happy birthday, Joy (Ebberson) Curriera! ...

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My parents, Jim and Joyce on their 60th wedding anniversary. We were sitting around today talking about what they were doing at this time 60 years ago. They go well together. ...

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Upcoming Events
  1. Smart Money Moves for the College-Bound Family

    January 17 @ 6:00 pm - 7:00 pm PST
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