We are legally obligated to do what we believe is best for our clients and we want it to be this way. While many financial professionals see such standards as a burden, we think its the only way to do business. This means Skyline is not affiliated with some outside company. Our advice is based upon the needs of the people we are working with, never the profit report of an executive across the country.
The only money we make comes directly from our clients, aligning our respective interests. Believe it or not, this is not always the case. This ensures that we are motivated to serve you, not earn bonuses from elsewhere. Skyline Financial Northwest Inc. is a registered investment adviser in the State of Washington, Oregon, and California.
The only money we make comes directly from our clients, aligning our respective interests. Believe it or not, this is not always the case. This ensures that we are motivated to serve you, not earn bonuses from elsewhere. Skyline Financial Northwest Inc. is a registered investment adviser in the State of Washington, Oregon, and California.
Services
Once you settle in and have a drink in hand, we like to take some time to catch up. Knowing you is essential to our approach. And, even after we start into whatever material we need to cover, we try to cultivate conversation. We are partners, not task masters. Creating a holistic plan for clients requires taking the time to learn about them as people.
We start every Base Camp with a simple question, "Where do you want your money to take you?" Creating clear, well-defined goals is paramount at the outset. Once we know where you want to go, we begin a systematic analysis of every fundamental component of your finances, correcting each element misaligned to the vision you've set.
It is my desire to empower people through finance so that they can worry less about life's obstacles and more about the people and causes they care about. Let's create wealth solutions so that finance concerns can move to the periphery and you can focus on what you love most. I enjoy the collaborative relationships I build with clients and seeing the confidence and peace of mind a well-crafted financial plan can bring.
I believe good decisions stem from having good data. Providing people with the best possible information and assisting them in making informed decisions is really the heart of what I do. This belief in being data driven has always been an essential trait of Skyline. Years ago, after graduating from college, I set off on what I envisioned would be a long career in engineering.
In somewhat atypical fashion, I came to financial planning via philosophy. During my years at New York University my focus was in metaphysics. However, it is precisely this love for engaging in life's deeper questions that drives me to be a financial planner. My personal belief has always been that money is never the goal.
Reviews
Be the first to review Skyline Financial Northwest.
Write a Review
