I am in need of meeting people who:
Have not reviewed their financial plan in some time, or would like to create one centered...[more]
Last activity: 10 hours ago
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Seattle, Washington 98109
I help individuals, families, and small business owners achieve what is truly important in life, their goals, both financial and personal, and help to hold them accountable to those goals.
I work, much as a doctor would in recommending a prescription; through detailed questions culminating in a vivid understanding of the individual's goals and desires. I try to offer a unique, inspiring, and honestly fun experience for both my clients and myself, which gets to the core of an individuals needs and desires without pushing product or cookie cutter advice.
While each client's experience with me is different...[more]
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I was very impressed with Stephen's professsionalism and financial knowledge. He inspired me to be more proactive and re-evaluate my...[more]
I am increasingly impressed with Stephen's approach to assisting clients with life-shaping decisions regarding their financial goals. I look forward...[more]
I had the recent pleasure of a "get to know you" lunch with Stephen. He is warm and friendly, and...[more]
I too am impressed at your sense of purpose. Impressive at any age! I predict a brilliant future.
Seattle, Washington 98109
I am in need of meeting people who:
Have not reviewed their financial plan in some time, or would like to create one centered...[more]