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What We Offer

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Financial Services with a CERTIFIED FINANCIAL PLANNER™ Professional

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
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.
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Our Location

Inflection Wealth Management
(425) 215-1000
15117 Main St Ste 207A
Mill Creek, WA 98012-9035
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