Since 2002, our team has listened to the concerns, worries, and challenges of professionals who want to make the most of their money so they have more time to do what they love.
What we hear over and over is that having access to expert, unbiased advice to make smart money decisions when it counts is an urgent need that is going largely unmet.
This is especially true for professionals in their early 20s and 30s who have way too much going on in their lives to put the money matters first.
And here is something we know for sure based on years of hard won experience with hundreds of clients who care about making the most of their money.
When life unfolds, you want to be savvy about your money when it counts.
That’s why making the right decisions when life changes can make a world of positive difference.
Figuring out how to make your money work well is best done with a trusted guide who has your back.
That's why we created the Financial Foundations Program.
It’s an affordable, high value way to jump-start your promising financial future when it is just taking root to grow.
It’s a way to be smart about your money and boost your confidence that you can achieve everything you want in life while always keeping focus on your financial footing.
It begins by setting up your money decisions well right at the start.
Starting out right means:
>> Getting organized well enough to know the current lay of the land;
>> Figuring out your tolerance for risk;
>> Understanding your money personality;
>> Setting goals that support your biggest desires;
>> Creating a plan and taking smart and deliberate actions to achieve your goals;
>> Making the most of employer provided health and savings benefits plans;
>> Having access to expert advice from CERTIFIED FINANCIAL PLANNER® PROFESSIONALS who have your interests front and center so you can sidestep costly mistakes; and
>> Surrounding yourself with others in a private Facebook community where you can ask questions, get answers, and connect with others who share your desire to take better care of their money.
The Financial Foundations Program offers all of this and more today and when life happens.
>> Year 1 is all about setting up a foundation upon which to build.
>> Year 2 and beyond is about providing ongoing support so you can be savvy about your money as life unfolds and always have the confidence that you are making the right moves.
Just imagine how great you’ll feel when you have expert access to the guidance and counsel of a CERTIFIED FINANCIAL PLANNER® PROFESSIONAL and hands-on support to make personal finance decisions that can set up your promising future.
Meet Kyle Wilke, CFP®
Kyle Wilke, CFP® is an advisor and a young professional who relates to the money challenges and dreams of clients just getting started. He's a native of Seattle and an explorer of the world. He is a passionate educator who has spent over seven years empowering people through financial literacy and building smart money habits. Kyle is the team member you'll chat with when you join the Financial Foundations Program.
Our Friendly Team
You'll enjoy expert access to a CFP® and personal attention to make your best personal finance decisions.
You'll love the additional support, tools, and resources we provide to keep you in the know while you are on the go.
Your Financial Foundations Private Facebook Group is a safe place to connect with others who share your desire to make the most of your money.
You can post questions and get answers from a CERTIFIED FINANCIAL PLANNER®
We are all in this together.
Let's get things done and also make it fun.
We Meet Virtually for Ultimate Convenience and Connection.
Our CERTIFIED FINANCIAL PLANNER® PROFESSIONALS are available to you from wherever you live, work
Zoom is our favorite way to connect for private meetings. We love to see you and also screen share with you.
Schedule your private one-on-one sessions during convenient office hours.
Get expert support and guidance to make smart personal finance decisions for life in perfect timing.