About Avea

Avea Financial Planning is different from most financial advisory firms.  That’s because we do fee-only planning.  We don’t sell products or earn commissions.  Instead, we charge a flat fee in exchange for advice from a CFP®.

Refreshingly simple.

 

We are big fans of the F word.

Fiduciary... a fiduciary has a duty of utmost good faith to act solely in the best interests of each client

Fee-Only... compensation solely from the fees clients pay for services

Flat Fee... a fee not based on assets

Focused on Taxes... decisions based on making your life better but with an eye for taxes too

Experienced... while not an F word, with over 16 years in financial services and a team of experts in their fields, we come with the experience you demand and deserve

Our firm has formed strategic alliances for services that are included in the work we do for our clients. 

Angie Furubotten-LaRosee, CFP®

Avea Financial Planning

Lead planner with over 18 years in financial services, 13 as a CERTIFIED FINANCIAL PLANNER™.

When I think of all the things I want out of life, it really is a very short list.  I want to have a sense of gratitude and purpose, and surround myself with people I have a deep connection to, both in my personal and professional life.

Financial stuff can be very numbers focused, but I think the real value comes from deeply understanding people...

Learn More About Angie >>

Patrick Krulik, CFA

First Ascent Asset Management

First Ascent, an SEC-registered investment advisor, provides portfolio construction, trading and rebalancing, account administration, performance reporting, and billing.

Avea Financial Planning selected these firms because of the experience of their people, the depth of their capabilities, and the objectivity of their advice. Partnering with their teams of specialists allows us to dedicate more time to serving our clients. 

Patrick Krulik, CFA. Patrick has over 14 years of financial services experience. He is the Chief Investment Officer of First Ascent Asset Management.

First Ascent’s ADV

Our Team

Christine Lyckman, CPA

Smith, Lyckman & Co., CPA’s, PLLC

Christine Lyckman, CPA, brings over three decades of invaluable experience in tax and accounting as co-founder of Smith Lyckman, cementing her distinguished status in the Tri-Cities financial community.

Specializing in individual and small business tax returns, Christine is renowned for her personalized approach and commitment to clients' financial goals. Trusted for her expertise and integrity, she will work with us to help our clients navigate tax complexities with confidence.

We are proud to partner with Christine, leveraging her wealth of experience and dedication to provide our clients with unparalleled tax knowledge and strategic planning.