Keel Financial
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.
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…
Learn what’s important to you and understand your goals and time frames
Identify key puzzle pieces and analyze how they fit together
Evaluate your current situation and educate you on the strengths and deficiencies
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:
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.
Talk to an advisor
Have a question or looking to get started? You’re in the right place!
