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Financial Planning

 

A financial plan for every path forward

 
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What is a financial plan?

FINANCIAL CONFIDENCE AND CLARITY THAT MOVES WITH YOU

A financial plan helps you make sense of today and prepare for tomorrow. It sounds simple, but life’s complexity can make even everyday questions—like “Can I afford this?”—hard to answer.

Our Approach
 
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Our three service offerings

See where you fit
 
 

A better approach tax planning

Tax Advantages
A key part of your plan
A key part of your plan

We evaluate taxes as part of the larger financial planning process

More than a yearly filing
More than a yearly filing

We plan taxes with a long lens: five, ten, and even lifetime years out

Proactive guidance
Proactive guidance

Early tax planning helps you end the year confidently with no surprises

Tax Strategy
Tax Strategy

Includes Tax Bracket Planning, Tax Loss/Gain Harvesting, & Withholding Assessment

Retirement Strategy
Retirement Strategy

Includes Roth Conversions, Deferred Compensation, Social Security, & RMD Planning

Giving Strategy
Giving Strategy

Includes Charitable Contributions, Donor Advised Funds, & Appreciated Investment Donations

Asset Strategy
Asset Strategy

Includes Real Estate, Net Unrealized Appreciation (NUA), & Business Entity Structure

Family Life Strategy
Family Life Strategy

Includes College Savings, Health Savings Accounts, & Local Taxes

 
 
 

WHY HUMAN INVESTING?

Why Human Investing?
We're Trusted in the Northwest
We're Trusted in the Northwest

We manage over $1.8 billion for families and companies

We're a Fiduciary
We're a Fiduciary

We’re legally bound to act in our client’s best interest

We're a Team of Experts
We're a Team of Experts

Credentialed experts in planning, trading, and tax management

We're Independent
We're Independent

It’s all about you. No sales targets or proprietary products

 
 
 

Meet our Financial Planning Collective

Featured
MARC KADOMATSU CFP®, ChFC®, CLU® Managing Partner, Director of Private Wealth Advisory

MARC KADOMATSU CFP®, ChFC®, CLU®
Managing Partner, Director of Private Wealth Advisory

WILL KELLAR, CFP® Managing Partner, Director of Wealth Advisory

WILL KELLAR, CFP®
Managing Partner, Director of Wealth Advisory

ALANNA MAUCH Director of Client Service

ALANNA MAUCH
Director of Client Service

SARAH FITZPATRICK Senior Client Service Administrator

SARAH FITZPATRICK
Senior Client Service Administrator

AUSTIN PEARCE, CPA, CFP® Partner, Lead Advisor

AUSTIN PEARCE, CPA, CFP®
Partner, Lead Advisor

LUKE SCHULTZ, CPA, CFP® Partner, Director of Tax

LUKE SCHULTZ, CPA, CFP®
Partner, Director of Tax

AMANDA EARLYWINE Associate Advisor

AMANDA EARLYWINE
Associate Advisor

JOSIE DEWEY Client Service Administrator

JOSIE DEWEY
Client Service Administrator

NICOLE LINDBLOM Financial Planning Associate

NICOLE LINDBLOM
Financial Planning Associate

HOLLY HUDDLESON, CPA Advisor

HOLLY HUDDLESON, CPA
Advisor

ROBIN DONOVAN Associate Advisor

ROBIN DONOVAN
Associate Advisor

DR. PETER FISHER Founding Partner, Executive Chairman

DR. PETER FISHER
Founding Partner, Executive Chairman

 
 

Ready to talk?

Head to our contact page to let us know more about you or e-mail information@humaninvesting.com.

Contact us