Quantum Financial Planning

At Quantum Financial Planning, we proudly point to our clients’ successes as our legacy. As a fee-only, fiduciary Registered Investment Advisor (RIA), we are free to put your needs first and provide unbiased advice. We partner with you for the long run, taking a comprehensive approach to your personal finances so that we help fulfill your needs and goals. Based in Spokane, Washington, we serve clients locally and nationwide. Some of the people we serve are: • Couples and individuals preparing for retirement or already retired • People experiencing significant life transitions • Top-producing real estate professionals Our team has acquired the education and experience so that we can provide objective, informed direction at any critical decision-making juncture. Our team members’ credentials include the CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Analyst® (CFA), Chartered Retirement Planning Counselor (CRPC®), and Financial Paraplanner Qualified Professional (FPQP®) certifications. In addition to our expertise, we developed our proprietary Quantum Process to provide financial planning that is dynamic and able to adapt to your life’s changes. The Quantum Process is: • Strategic: Your custom financial plan is built around your personal circumstances. • All-encompassing: Our advice goes far beyond your investment portfolio and addresses all areas of your finances. • Ongoing: We systematically review your progress and help verify that you are on track to reach your goals. With this ongoing process, we help you get organized, achieve clarity, and make confident and informed financial decisions. Our goal is to replace financial worry with peace of mind so that you can get back to enjoying your life.