When I worked in the corporate environment, I never had a problem earning money. Saving it was…read moreanother story...but I was making enough that frankly it didn't matter as long as the paychecks kept coming and the 401K savings was auto-deducted. It wasn't until I made the leap to small business owner where my deeper underlying money beliefs reared their ugly heads. Things got super real...in not a good way. My chronic tendency to depreciate the value of my heart-centered hard work meant that I was constantly underpricing and in a state of "not enough". I've been working with Heather for a few months and have been amazed at the shifts. Starting at the first meeting we were able to access and clear some of the mistaken beliefs that I have about money (tied to old but subconsciously powerful traumas). I've raised my rates and started being able to self-regulate when fear and anxiety raises it's ugly head. I've taken a number of classes on the mechanics of handling money..but working with Heather is the first time that we've gotten to the underlying reasons of why. Highly recommend!

From the owner: Money Mentoring, also known as money coaching, gives you the practical skills to trust yourself in…read moremoney matters by bringing to light the beliefs and attitudes that may be influencing your money behaviors. You will be guided to create a customized spending and earning plan that is specific to your individual needs and wants. This is a process that unfolds over time, helping you to become more aware of your finances and building your financial muscle

I have worked with Jesse and his team for a few years now and recommend them highly. Jesse's…read morelow-key, informative style makes working with him a pleasure and he obviously knows his stuff. Jesse helped me set up a college education fund for my daughter as well as a sensible long-term investing plan for my wife and me. Jesse is very knowledgeable and responsive and makes investing easy. Definitely a good choice for all your financial and investment needs!

Jesse Bond is an experienced professional whose knowledge and ability to take a global look at your…read morefinancial picture and offer OBJECTIVE advice is unparalleled.

Being a couple looking forward to retiring within the next ten years but with having done little…read moreplanning for retirement, John was exactly what we needed to prepare and navigate for the years ahead. He has worked at our level, helping us to become knowledgeable and prepared for the road ahead, without any pressure and with lots of patience. His style was relaxed and he went at our pace, answering numerous questions and providing the guidance, confidence, and support we needed. He is a rare find, being that blend of compassion and integrity that is hard to come by in the world of business these days.

From the owner: We aspire to do things a little differently, based on these core beliefs:…read moreOur first job is listening. Financial planning is about more than money. Little things can make a big difference in improving your financial trajectory. A goal without a plan is just a wish. Financial planning is a relationship, not a transaction. Wealth shouldn't come at anyone else's expense. It's possible to do well by doing good. We have a responsibility to honor your goals above our own. We can empower you to own your own future.

Jason Biro has been really helped us with long term investments after a horrible experience with…read moreanother Financial Investment Firm. He is extremely ethical and informative. We are glad we made the move over to him!

Go see Jasen Biro for all of your financial planning needs! You will be greeted by a kind face at…read morethe front desk (she has chocolate!), and Jasen will help you sort through your cash and investments with ease and compassion. Plus, you can't beat the location!

Love working with them. They handle almost everything on the financial front for me, which is…read moregreat, I have no interest and little ability in dealing with most of it and since they handle it, I don't have to.

From the owner: Our mission is to assist our clients with their wealth and financial management needs so they…read moreachieve financial piece of mind. We are an innovative wealth management team committed to providing an unparalleled level of service for our clients. We offer a comprehensive package of professional services, specializing in Wealth Management, Investment Management, Tax Planning and Compliance. We understand the multi faceted demands of our clients as they navigate through their financial life. As each situation is unique, we work closely with each client to better understand their situation so we may take a personalized approach for them. We undergo continuous education and stay current on market conditions, new tax laws and legislation in order to identify key investment and tax planning opportunities that maximize returns and minimize both current and future tax liabilities. All assets are held in your name with a custodian in one or more accounts.

She was a good trusted financial planner for years. However when she became involved with my…read moredivorce she lost all sense of ethics and loyalty. If you ever start going through a divorce I suggest you get rid of her or keep her in the background. Do not let her get a foothold in ideas about how your eventual divorce should look. In particular, don't trust any attempts to write a post nuptial contract.

When my mother was faced with divorce and handling her financial future, after 40 years of having…read moreit done for her, she asked me who she could talk to...and trust. I said "Pat McDevitt" without a hesitation. That is how much I like Patrick - I referred my own mother to him. He has been in this game a long time and seen lots of fads come and go and takes a really smart approach to everything. He is really even-tempered and is super reliable. Highest recommendations.

My husband and I have felt so taken care of by Brian Leyde. We have been his clients since 2006…read more Over the last 14 years we have gone from a young couple filing our W-2's jointly to business owners, parents, future planners and employers. Brian has held our hand, educated us, connected us to resources and kept us informed. We have trusted him in every aspect of our finances. We know that he is completely on our side and he works to understands our needs and even our personalities so that he can give us the best possible advice and care.

From the owner: Need help with IRS tax resolution? Confused by stock options and how they affect your taxes? Are…read moreyou behind and need to catch up on 1 or more years? We are here to help! Seattle Tax Group LLC specializes in tax preparation and tax planning for individuals and small to medium-sized businesses. We prepare tax returns for individuals, S-Corporations, C-Corporations, Partnerships, Sole Proprietorships, Trusts, Estates, and Non-Profits. We explain complex tax issues with a straight-forward approach to put your mind at ease.