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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

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WHY HUMAN INVESTING?

Why Human Investing?
Trusted in the Northwest
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

Team of Experts
Team of Experts

Credentialed experts in planning, trading, and tax management

We're Fee Only
We're Fee Only

We don’t have account minimums and our fees are competitive

 
 

 Latest Guidance

 
 
 

Meet our Financial Planning Collective

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MARC KADOMATSU CFP®, ChFC®, CLU® Managing Partner, Director of Financial Planning

MARC KADOMATSU CFP®, ChFC®, CLU®
Managing Partner, Director of Financial Planning

WILL KELLAR, CFP® Partner, Lead Advisor

WILL KELLAR, CFP®
Partner, Lead Advisor

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, CEO

DR. PETER FISHER
Founding Partner, CEO

 
 
 

Ready to talk?

Let us know more about you below, give us a call at 503-905-3100, or e-mail information@humaninvesting.com