Trust in us to help guide you

Be The Heroes of Your
Family's Financial Life

Schedule a free 30-minute call Take Your Wealth Potential Assessment Now
 
Trust in us to help guide you

Be The Heroes of Your
Family's Financial Life

Schedule a free 30-minute call Take Your Wealth Potential Assessment Now
Trust in us to help guide you

Be The Heroes of Your
Family's Financial Life

Schedule a free 30-minute call Take Your Wealth Potential Assessment Now
Trust in us to help guide you

Be The Heroes of Your
Family's Financial Life

Schedule a free 30-minute call Take Your Wealth Potential Assessment Now

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.

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

Save, invest and build wealth to fund your life and the things that are most important to you. We use world class institutional custodians and money managers, cutting-edge technology to manage and view your investments, and create a customized investment program specific to you.

Comprehensive 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 late-stage planning needs of parents of college-bound kids. We help with FAFSA and financial aid projection, determining the cost of college, creating a budget and a four-year funding plan, smart lending strategies and ways to lower the overall cost of college so that families rely less on loans.

Investment Management

Save, invest and build wealth for near and long range goals, using cutting-edge technology to manage and view your investments. We customize an investment program to achieve what is important to you.

Comprehensive 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, creating a budget and a four-year funding plan, and ways to lower the overall cost of college so that families rely less on loans.

Who We Serve

Families seeking a long-lasting relationship with a trusted advisor.

Maybe you are the Hanford or Battelle scientist type. Or maybe a WinCo clerk, school teacher or web designer type. Or perhaps winemaker, pharmacist, budtender, or physician assistant type. Divorced or widowed? It’s OK. We serve all types.

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Pre-Retirees

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Early & Mid-Career Professionals

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College-Bound Families

WHAT'S YOUR POTENTIAL FOR BUILDING AND MAINTAINING WEALTH? TAKE SURVEY TO FIND OUT.

Who We Serve

Families seeking a long-lasting relationship with a trusted advisor.

Maybe you are the Hanford or Battelle scientist type. Or maybe a WinCo clerk, school teacher or web designer type. Or perhaps winemaker, pharmacist, budtender, or physician assistant type. Divorced or widowed? It’s OK. We serve all types.

Image

Pre-Retirees

Image

Early & Mid-Career Professionals

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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

Using the button below, schedule a free, 30-minute phone or video conference meeting and we’ll talk specifics about what you need and and what we can do to help.

Step 2

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

Step 3

We set up about 3 meetings to start. We talk a lot about you, your concerns and your goals and collect a lot of info. Then we create a customized plan bringing it all together. We work together on completing action items and making progress in your financial life.

TAKE THE FIRST STEP. SCHEDULE A FREE 30-MIN PHONE CALL 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

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

Ep. 24 – Real Estate Investing to a Richer Life With Hilario Zaragoza

May 9, 2019

Ep. 23 – WA529 Plans. The Best Decision You’ll Ever Make

April 18, 2019

Ep. 22 – Parent Plus Loans, Caveat Emptor with Travis Hornsby of StudentLoanPlanner.com

March 28, 2019

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.

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