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+1 206-696-3434
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3603 33rd Ave W, Seattle, WA, 98199
b/t Ruffner St & Emerson St
Magnolia
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230 ft34th Ave W & W Ruffner St
690 ft34th Ave W & W Bertona St
700 ft34th Ave W & W Emerson St
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Meet the Business Owner
Jim P.
Business Owner
After spending 15 years in the financial industry and analyzing thousands of clients financial scenarios, I came to the conclusion that many people need a coach to help them discover how to spend, save and plan for their retirement. I take a different approach than a financial adviser and do not concentrate on chasing a rate of return, but instead help people learn how to communicate about money and set up systems to allow them to have a secure retirement.
