Featured Sponsor  

 

Larissa Vidal, CFP®, Insight Financial Planning, LLC

Rather than telling clients how much they need to save into an unchanging investment strategy, Larissa asks how you want to spend your life. Together with her clients, Larissa looks at the investment possibilities, lifestyle, tax implications, and plans for emergencies and opportunities.

As one of only a handful of independent fee-only financial planners in Seattle, Larissa collaborates with financial consultants, real estate agents, insurance brokers, and accountants to help clients reach decisions and move forward with confidence.

Start with a complimentary thirty-minute conversation.

Larissa started at Merrill Lynch in 1993 and served on their nationwide top brokerage team, refining an expert knowledge of the financial markets. As a Certified Financial Planner™, Larissa is passionate about designing financial plans that break free from convention. In 2014, Larissa launched Insight Financial Planning LLC, an independent fee-only company. She is pleased to welcome aboard Elke Robshaw, financial associate extraordinaire.

Plan to change your life with Insight Financial Planning, LLC.

Contact Information:

Larissa Vidal, CFP®
larissa@if-planning.com
(206) 234-3007
Website: 
http://if-planning.com

 

 

 

 

 

 
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