With each passing week there are new technologies, new financial products and news developments that provide each of us an opportunity to improve or diminish our financial well-being. Often, access to just a few hours of objective financial advice can identify significant opportunities. Quantum Financial Planning LLC was founded to provide hourly, as-needed, financial planning services so that more may benefit from this rare and relatively new mode of providing financial planning services.
If you explore this site further, I'm sure you'll see why the financial press frequently recommends that hourly, fee-only, financial planning services can provide you the edge you've been looking for to take your financial planning efforts to the next level.The shortest route to top quartile performance is to be in the bottom quartile of expenses.
If you explore this site further, I'm sure you'll see why the financial press frequently recommends that hourly, fee-only, financial planning services can provide you the edge you've been looking for to take your financial planning efforts to the next level.The shortest route to top quartile performance is to be in the bottom quartile of expenses.
Services
Thomas Nowak, CFP, is founder and Principal of Quantum Financial Planning LLC, a Fee-Only financial planning and Registered Investment Advisory firm located near Langley, WA.
Tom completed DePaul University's Certificate of Financial Planning Program (2004) and holds property, casualty, life, accident and health insurance licenses with the State of Washington in order to be able to provide comprehensive financial planning when requested (no product sales, however, insurance or otherwise!).
Tom completed DePaul University's Certificate of Financial Planning Program (2004) and holds property, casualty, life, accident and health insurance licenses with the State of Washington in order to be able to provide comprehensive financial planning when requested (no product sales, however, insurance or otherwise!).
Quantum Financial Planning LLC (QFP) is a Fee-Only financial planning and Registered Investment Advisory firm headquartered near Langley, Washington. We specialize in providing hourly, as-needed financial planning and advice to individuals and families, regardless of their net worth, income or investable assets.
Hourly, as-needed, financial planning allows for advice to be customized to each person's unique circumstances. A general outline, however, is provided to illustrate the process. When you contact us, we'll provide a description of our services, philosophies, and fee structure. If you feel we can help you, you'll be asked to complete a Confidential Questionnaire.
When we meet for our Get Acquainted Meeting, we'll review the important information you provide via this Confidential Questionnaire. Please note that this is not an online, fillable pdf document. As a Registered Investment Advisory firm, we are required to provide our clients with Form ADV Part 2 upon request.
Did you know we offer a free quarterly newsletter? Put 'newsletter' in the Message field. A plan is in place to notify you if an unplanned business disruption occurs. Simply, if you are having difficulty obtaining a response to an email or phone call for more than 2 weeks, you should send a letter to the firm at the current office address noted.
