|
|
|
We can help you clear away the obstacles on the path to financial well-being.
We specialize in coaching, advising, and mentoring people who want to take control of their financial well-being. Traditional financial advice is about investment products, not solutions to people problems. We are in the people business. We help people who believe that money is merely a tool to make life more meaningful, and not that life is about making money. Our typical client has achieved physical and mental or spiritual well-being, but feels that their financial well-being needs attention. We work with people to quickly uncover what is, and isn’t working within their finances, and create innovative and sustainable solutions. We help people live their dream, not someone else’s.
Do you know someone that is hoping against hope that somehow it will all work out, and they will be able to pay off their college debt, pay for private school, or retire comfortably? What is that old saw; “failing to plan is planning to fail?” Unfortunately there is a lot of truth in many of the old proverbs!
Most people know intellectually what they should be doing to create financial well-being. It's no mystery that a person should spend less, save more, avoid using credit, and invest smarter. People also understand the basics of how they should do these things. Telling people to build wealth by giving them "The Twelve Steps to Financial Freedom" is like telling someone that is out of shape to get back in shape by eating better, and exercising more. They already know what they should do but they aren't doing it. As we have all experienced, it is one thing to know what we should be doing for our well-being, be it physical, mental, spiritual, or financial. But when it comes time to actually doing something towards our goals, the enormity overwhelms us, and we fail to take even the smallest step.
We help people by learning about their financial situation. What has worked, and what hasn’t worked, in achieving their financial goals. We work to uncover what is getting in the way of them achieving what they really want. We then help create a plan that builds upon what has been working, and changing what hasn’t, in a way that is manageable, and comfortable. We then help them stay on course, building upon success, and work towards financial well-being. We provide coaching, education, feedback, and accountability to our clients. We employ life planning tools, 401k management, asset allocation and financial planning to help our clients achieve financial well-being.
Do you have a financial goal that you need help attaining? Let us help you uncover the reasons why you are not making progress towards that goal that you really want. We can set you on the path to financial well-being, by providing you with support, and accountability!
Echelon Financial Management is an independent, fee-only comprehensive wealth management firm.
Our only product is competent and unbiased advice. We act purely as an
advocate for our clients. Not many financial firms can truthfully make
this claim. Fee-only can mean different things to different people, but
to us it means that we receive no commission income from the sale or
recommendation of any financial product or service. We are not in the
business of selling insurance, giving legal advice or preparing tax
returns. We pay no one for any referrals that we receive. We do not
tolerate the apparent conflicts of interest and compromises that come
with brokerage commissions, insurance premiums, and placement fees.
The growth of our practice is largely attributable to the referrals
generated by our clients, and for that, we are both extremely grateful
and proud. We only seek clients whom we hope and expect to remain
clients forever. We are committed to remaining an independent firm with
a clear focus on personalized service.
Echelon Financial Management is a registered investment advisor with the State of Washington. Echelon Financial Management may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Echelon Financial Management and its advisory affiliates are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.
Contact us | View site map
|
|
|
|