Prentice Financial Planning, LLC was founded on the basis that a financial advisor's value is derived from fiduciary comprehensive financial planning and not from the sales of funds or products. We apply this philosophy through our Advanced Financial Planning service with recommendations and implementation in all aspects of our client's financial lives.
We pride ourselves in providing personalized strategies, including portfolios built around our client's goals and beliefs. In the past few years a lot of interest has popped up around sustainable investing (also known as socially responsible) but many people don't know what exactly this means or where to start.
We pride ourselves in providing personalized strategies, including portfolios built around our client's goals and beliefs. In the past few years a lot of interest has popped up around sustainable investing (also known as socially responsible) but many people don't know what exactly this means or where to start.
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1 The professional answer - Bishop comes from a Greek word meaning overseer, and we take great care in being an overseer of our client's well-being. 2 The heartfelt answer - Bishop is Kaleigh's maiden name and since she took my last name when we got married we needed a way to represent her contribution to the business.
Prentice Financial Planning is an independent firm offering comprehensive financial planning to a select group of individuals and families in the greater Olympia area. Our mission is to become our clients' "personal CFO" by partnering with them to identify what is most important in their financial lives while designing and implementing a tailored plan to achieve their goals.
The foundation of these tenets is to be a long-term investor. Year by year investment returns will hit peaks and valleys but focusing on a long-term plan will result in better decision making. With all other factors being equal, the more we can reduce the internal and trading fees of an investment, the more money you will keep in your pocket.
We believe that comprehensive and continuous financial planning is where the majority of an advisor's value lies. In order to meet you and your family's goals it is our aim to deliver advice on anything and everything that influences your financial lives. This is the difference between an investment advisor and a comprehensive financial planner.
In the past few years a lot of interest has popped up around sustainable investing (also known as socially responsible) but many people don't know what exactly this means or where to start. As the sustainable investing market grows so too does the complexity surrounding the nuanced approaches and ever evolving creation of often confusing names and information.
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Mitch Raybuck
Oct 28, 2018
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