Simmer Financial Planning, LLC

Getting Started

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Getting started is easy! Simply click here to go to the contact page to schedule your initial consultation by phone or e-mail.

There is no charge for the first consultation. 

At the initial consultation, we will have a conversation with you and discuss your your financial goals and objectives. 

 

You will be provided with a copy of my ADV Part 2A (registration with the Washington State Department of Financial Institutions) as well as other documents and articles of interest. You will then be quoted a fee based upon the services agreed upon. 

 

You are encouraged to come in with your spouse or anyone else who may be significant in the planning process. More specific documentation and information will be requested once you have chosen to become a Simmer Financial Planning, LLC client. 

 Contact me by e-mail or call the office for additional information or to arrange for your initial consultation.

Simmer Financial Planning, LLC

Simmer Financial Planning, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or rendering of personalized investment advice for compensation, will not be made without registration or exemption.