Your Starting 11
Someone you trust probably sent you here…
Did you know that you're entitled to some of the best employee benefits in the world?
Through financial planning, we can give you the assurance that each of your benefits are working just as hard as you are. For more than two decades we've partnered with like-minded individuals and families. Below are eleven benefits that have played unique roles in serving their financial pursuits:
How we'll work together
We offer clear, straightforward, and practical advice.
Being a registered fiduciary means we're accountable to serving your needs first - never to outside sales goals or with conflicted interests.
You can leave all the complexities of your benefit plan and the latest financial trends and regulations to us. We'll point you to what matters most and translate everything for you so you have peace of mind in your financial decisions.
IT STARTS WITH CREATING YOUR OWN INTEGRATED FINANCIAL PLAN
By selecting us as your financial planner, we'll advise you on how your assets, savings, and employee benefits can all work together. Our certified financial planners are coupled with the most comprehensive financial planning technology.
Our process is straightforward:
01 | Listen and understand who you are and what you're pursuing
02 | Present to you a personalized plan against relevant financial categories
03 | Implement and service your plan against each financial category
04 | Provide you access to our unified team of credentialed, financial experts
YOUR personal concierge when it comes to your benefits
We take on as many administrative aspects as possible to manage your benefits. We exercise options, stock sales, implement 401(k) investment changes, handle reimbursements for financial services, and remind you of important benefit dates.
Our involvement increases accuracy, reduces your time spent and helps you engage in your benefit plan in a greater way.
We can answer any of your questions along the way
When should I exercise my stock options?
Can I afford to buy a bigger home? A vacation home? A bigger vacation home?
What are my education funding options for my kids?
My money is scattered in different places. How can I access it if I want to do something with it?
The Team Behind You
Meet some world-class human beings.
This isn't another digital interface or automated system. When you work with us, it's interacting with real humans. You will have direct access to a unified team of credentialed experts across multiple financial disciplines who are invested in growing your financial skills, knowledge, and confidence.
PETE FISHER | CO-FOUNDER
Pete brings over 20 years of experience working for individuals, families and businesses advising and shepherding clients towards successful financial outcomes. He holds an MBA and is currently a doctoral candidate.
SHELLY CHASE | SENIOR CLIENT SERVICES
Shelly draws from her 20 years in financial services to uniquely care for clients while meeting the administrative needs of their accounts on a daily basis. She has been with Human Investing for over 7 years and is a certified paraplanner.
MARC KADOMATSU, CFP®, ChFC®, CLU® | DIRECTOR OF FINANCIAL PLANNING
Marc combines his 14 years of experience with financial and estate planning along with insurance in such a way that our clients are better informed and equipped to make the best decisions possible with their financial future.
AMBER JONES, CPA | CFO, DIRECTOR OF TAX PLANNING
Amber oversees Human Investing’s tax planning practice. She brings 7 years of experience working on individual and corporate tax returns. Along with her training, she possesses a steadfast demeaner.
CLAYTON PHILLIPS, CFP® | ADVISOR
Clayton sits on Human Investing’s financial planning committee as one of our certified financial planners. With over 8 years of experience he collaborates well with the planning team and Marc Kadomatsu. Clayton’s skill as both a financial planner and an advisor give our clients added support behind the scenes.
KRISTA HARKAVEY | PARAPLANNER
Krista supports Marc and Clayton in the financial plan data gather and build process for select clients. With a steady disposition she helps to get each clients framework put in place for Marc to begin the deep dive precision work. Krista holds a Master’s degree in Speech Pathology.
JILL NOVAK | CHIEF PEOPLE OFFICER
With over 11 years at Human Investing, Jill brings prior sales and project management skills to the team to ensure that we meet client needs and goals. She's continues to wear many hats as Human Investing evolves to connect with every generation of investors.
Get Started Today
Ask for Jill at 503-905-3100 to talk about your starting eleven or take a minute to let us know who you are and our team will follow up shortly.
