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Keel Financial
Planning

Set sail to your financial future

Keel isn’t your typical financial planning practice. Not even close. We understand you have a distinct situation that impacts you and the ones you love. That’s why we designed our financial planning process with a collaborative plan-first approach and day-to-day direction.

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Retirement Planning Tax Planning Strategies Cash Flow Planning Estate Planning Strategies Education Planning Insurance Planning Asset Allocation Planning
Financial planning client sitting at desk with a notebook and cup of coffee

Financial advisors who are deeper by design

We want you to feel in control of your finances, which is why our team seeks to build trust and develop long-standing relationships. Our goal is to provide confidence; to give you the knowledge and tools to help you feel optimistic about your financial future.

Keel is with you every step of the way

We’ll offer you financial insights and direction to help optimize your situation. From our initial complimentary meeting to our strategy sessions, planning stages, and execution of your financial plan, we won’t fit you into a box. Instead, we’ll…

Clipboard for financial planning goals
Learn what’s important to you and understand your goals and time frames
Head broken into puzzle pieces to learn how financial planning all fits together
Identify key puzzle pieces and analyze how they fit together
Files in a box so you can evaluate your financial strengths and weaknesses
Evaluate your current situation and educate you on the strengths and deficiencies
Financial planning calendar
Collaborate to help you take concrete next steps with confidence

Financial planning services in the Pacific Northwest

Dedicated to planning and planning better, we utilize comprehensive financial planning tools and strategies to provide a complete overview of your financial goals and objectives.

As part of Keel’s standard financial planning process, we’ll assess the impact of the following on your long-term financial goals:

Retirement Planning
Tax Planning Strategies
Cash Flow Planning
Estate Planning Strategies
Education Planning
Insurance Planning
Asset Allocation Planning

“Bobby has helped me develop a financial plan for now and my retirement. I can now say I have a wealth of confidence in my plan which gives me strength every day to make decisions around my financial situation.”

Amber W., Client since 2021

This statement is a testimonial by a client of the financial professional as of 09/01/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

“Dave and his team consistently go above and beyond, going so far as to help me do things like negotiate insurance rates, or help me work with lenders to find the most favorable long and short-term interest rates.”

Andrew and Alisha B., Clients since 2007

This statement is a testimonial by a client of the financial professional as of 09/01/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

“Aimée makes a priority of treating us as people, not an account. Her recommendations incorporate our interests and concerns.”

Mike and Shari B., Clients since 2007

This statement is a testimonial by the client of the financial professional as of 09/05/2023. The client has not been paid and does not receive any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.

FAQs on financial planning

How do I choose a financial advisor?

You should work with someone you feel comfortable with and trust. They should understand you and your specific situation and be experienced in the field of financial planning. We believe they should be CFP®* professionals as all advisors at Keel are.

*The CFP® certification is a financial planning credential awarded by the Certified Financial Planner Board of Standards Inc. (the “CFP Board”) to individuals who meet its education, examination, experience and ethics requirements.  Such certifications generally do not replace a financial professional’s licensing and qualification requirements in their jurisdiction.  You can check the background of an individual or firm on FINRA’s BrokerCheck.

When should I start financial planning? Is it ever too late or too early?

Successful financial planning is a lifelong process. It’s never too early to start incorporating strategies to set you on the right path. We believe financial planning can make a meaningful and positive financial impact on your life, no matter how early or late you are. 

What do I need to do to get started with financial planning?

It’s helpful to pull together and organize your financial data, at Keel, we go a step further and help you obtain it. We’ll provide you with a list of required and suggested documents to compile at the outset if you enter into a financial planning agreement with us.

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