We are a financial planning firm serving individuals and families in the Olympia, Washington area.
We create personalized strategies through our Advanced Financial Planning process called the Prentice Playbook. The Prentice Playbook is intended for clients who prefer to delegate implementation to an expert so they can focus on what they love.
Your Peace of Mind
As a fiduciary, Prentice Financial Planning tailors your plan to your specific needs.
Each Advanced Financial Planning client receives a personalized Prentice Playbook. This document ensures there is transparency and confidence in each move we make together.
The dimensions of your overall playbook include:
- Tax Planning
- Income Strategy
- Retirement Planning
- Estate Planning
- Risk Mitigation
- Investment Management
We find we are best able to support clients who are:
Long-term investors who have $500,000 or more saved in their retirement and investment accounts (excluding real estate).
Plan to retire in the next 10 years or who have already retired.
Desire an expert to implement their personalized Prentice Playbook so they are able to enjoy retirement.
A CERTIFIED FINANCIAL PLANNER ™ Professional
At Prentice Financial Planning you will partner with a CERTIFIED FINANCIAL PLANNER ™ Professional. CFP® professionals have experiential and continuing education requirements, passed a rigorous examination and are held to strict fiduciary and ethical standards.
A CFP® professional provides comprehensive advice regarding your investments, taxes, insurance solutions and estate planning fit for your circumstances.
Please visit www.cfp.net for additional resources.
Thank you for considering Prentice Financial Planning in your search for a suitable financial planner. Please contact us when you believe our expertise meets your planning needs.