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.
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.
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.
Early & Mid-Career Professionals
Let’s do this! How does this work?
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.
We decide if working together makes sense. When the answer is yes, then on to 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.
Why Avea Financial?
We exist to take the uncertainty out of planning your financial future.
Click the button below to learn how.
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.