Financial Planning

What is Financial Planning?

Financial Planning is an organized process where you: 

  • Identify and prioritize your lifetime goals
  • Determine your financial resources
  • Find out how and when you can reach those goals
  • Take action
  • Monitor your progress and make changes when needed

Do you see yourself enjoying a morning coffee in your remodeled home? Playing with your kids on a sandy beach, or traveling more after you retire? Whatever your lifetime goals are, financial planning improves your ability to get there.  

Why Is Financial Planning Important?     

When you have a financial plan, those hard decisions about money you typically avoid will be easier. Building and maintaining your wealth will feel less like a sacrifice and more like a reward. Working with a CERTIFIED FINANCIAL PLANNER™ also helps you address important areas you might not have thought about on your own.   

Why hire Crafted Finance?financial planner seattle

Our approach to financial planning is to give you a process and provide truly comprehensive advice. We don't require you to invest with us and we make it affordable. 

What makes us unique is that we get to know you very well so that you feel comfortable using us whenever you have questions that need an answer. We are responsive, invested in your success, and try to teach you a lot about managing your money. 



Contact us to schedule an appointment

We offer a free consultation and encourage you to interview multiple CFP® Professionals to find a good fit.

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Easily access your accounts and financial plan, while staying organized.
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