Spokane
835 North Post, Suite 102
Spokane, WA 99201
509.325.2003
Seattle
583 Battery St, Suite 3603
Seattle, WA 98121
206.502.0530
News

Intentionality Leads to Legacy

In the lead up to the passing of my 94 grandmother the family shared stories of who she was and wonderful moments shared. The key is intentionality. It’s why we start by defining PURPOSE with our clients to help them be intentional with their finances to maximize its utility and create as many memories for them and their families as they can to leave behind their own special legacy.

Intentionality Leads to Legacy

In the lead up to the passing of my 94 grandmother the family shared stories of who she was and wonderful moments shared. The key is intentionality. It’s why we start by defining PURPOSE with our clients to help them be intentional with their finances to maximize its utility and create as many memories for them and their families as they can to leave behind their own special legacy.

Schedule an appointment.
Contact Us