What We Offer

Financial Planning

Financial Services with a CERTIFIED FINANCIAL PLANNER™ Professional

WHAT IS FINANCIAL PLANNING?

There are many inflection points in life. Career changes, promotions, major purchases like a first home, unpredictable market shifts, unplanned emergencies, memorable milestones, the first day of retirement, to name a few.

At Inflection Wealth Management, we believe in preparing for and helping our clients during these inflection points. During these junctures that preparedness and proactive planning allow us to help and support our clients.

Financial planning and financial literacy are key components to meeting these goals and aligning to your values. At Inflection Wealth Management, our financial advisors are here to help you create a personalized plan to help make good decisions.

Secure Your Future: Contact Us

Inflection Wealth Management Services Include:

Identify, update, and prioritize goals
Establish fundamental success benchmarks
Financial trade-offs
Time value of money
Financial goal progress report
Family updates and changes
Income review and changes
3rd party referrals (CPA, legal, mortgage, etc.)
Business ownership changes
Debt management (payoff analysis and tracking)
Large expense decision making
Real estate purchase decision making
Real estate review
Debt refinance check

FINANCIAL PLANNING FUNDAMENTALS

Within the financial planning process, you create a roadmap to managing your money for and through life’s Inflection Points.

Financial Goals

What do you want your life to look like in 5, 10, and 20 years from now? What would you like to own? What would you like to invest? Where would you like to live? Once you understand your goals, you can begin figuring out what it will take to achieve them.

Track and Manage Your Finances

Determine your weekly and monthly income and expenditures. Once you establish a base-line of your current wealth, you can begin managing your wealth with your goals in mind: cutting out unnecessary expenses to add toward debt repayment or investment opportunities.

Plan for Retirement Now

Once your daily finances are managed, you can begin allocating money toward the goal that will take the longest and require the most budgeting to achieve: retirement. Financial advisors will want you to look into whether your employer matches your 401(k) contributions.

Estate Planning

Organize your records, correct titles and beneficiary designations, plan asset allocation, and map out the future of your estate.

Save for Emergencies

The best part of financial planning is it allows you to manage your expenses in such a way that you can meet your needs today, while also putting yourself in a position to live how you want later. This includes allocating a portion of your money toward any potential emergencies.

Eliminate High-Interest Debt

A common mistake in financial planning is not paying off high-interest debt soon enough. Efficiency in planning requires eliminating high-interest debt. You do not want to end up owing three or four times more than your original balance.

Invest

Through 401(k)'s, stocks, real estate properties, and portfolio management, a crucial step in financial planning is learning how, where, and when to invest.

Tax Analysis & Efficiency

From What-if tax planning to retirement contributions, from tax-loss harvesting to charitable donations, we work with you so that your tax situation meets your goals.

Establishing clarity around your finances is arguably one of the most critical things you can do for your overall financial success. It is important to understand your financial objectives and then create a financial plan in alignment with your values to meet them – and to respond to changes in your life that affect your financial future.

Financial Planning Overview

DISCOVER FINANCIAL SERVICES:

Here’s what you can expect when you work with us:

Personalized financial advice from a dedicated advisor and support team
An ongoing, dynamic relationship that integrates values, goals, and needs into a customized plan that evolves over time
Time invested in preparation, one-on-one sessions, and organized follow-up processes
Thoughtful consideration and care of your needs and goals
Knowledge, experience and research providing enduring value
Help clients make good decisions and avoid bad ones
A written plan with recommended actions

Why we're different

OUTCOMES

Make better, more informed, decisions
Make fewer emotionally-based decisions
Be better prepared for the unexpected
Have a greater sense of confidence
Be better organized
Have greater emotional well-being
Have less stress

Be able to keep more of what you’ve accumulated
Have alignment to your values
Understand what’s important: short and long-term priorities
Maximize opportunities
Minimize risk
Make good decisions and avoid bad ones

Contact Us

Our Location

Inflection Wealth Management

(425) 215-1000

15117 Main St Ste 207A
Mill Creek, WA 98012-9035

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