Take charge of your financial life.
We serve women and their families who seek a long-lasting, relationship with a trusted fiduciary woman advisor.
Maybe you are a Hanford engineer or Battelle scientist? Or school teacher or WSU faculty member? Perhaps a winemaker, pharmacist or physician assistant? Divorced or widowed? I've been there too.
With The Right Fiduciary Partner
Our Financial Lives Are Complex
It Doesn't Have To Be.
We work primarily with pre-retirees who are 5-10 years away from retirement in Tri-Cities, Washington (Pasco, Kennewick & Richland) but also virtually with those who seek solid, unbiased advice centered around your life.
Pre-Retirees
Mid-Career Professionals
Recently Divorced or Widowed Women
College-Bound Families
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.
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.
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 Avea can do to help. If it seems like working together makes sense, we'll schedule another meeting and go into more detail about the planning process as well as the cost to work together.
Step 2
After we have throughly discussed how the planning process evolves over time, your expectations of me and my expectations of you, then we make the decision to move forward. When the answer is yes, then on to Step 3…
Step 3
We set up 3 meetings to start. We talk a lot about you, your concerns and goals, hopes and deams. I ask for alot of info so I can clearly understand where you are today. Then we create a customized plan bringing it all together and work on items throughout the year, meeting about every 2 - 4 months, so that you can achieve what is important to you.
Why Avea Financial?
Though the power of a strong, on-going relationship, I help people build wealth, achieve what's important and live life on their own terms.
- Focused - Our relationship with you is the most important part of planning.
- Fiduciary - The highest standard of care, putting your best interest first.
-
Fee-only - We are compensated only by you.
Click the button to learn more.
