We provide peace of mind through proper planning. Your personalized, easy-to-understand financial plan covers all aspects of family life: spending & saving, cash flow, debt reduction, setting financial goals, investing, giving, employee benefits, home & auto affordability, estate and retirement planning, and reducing the risk of financially devastating events.
We specialize supporting overwhelmed parents. We align your values to your money goals, so you’re focused on the other important things (like potty training or parent-teacher conferences). You can feel confident and sleep soundly knowing you’ve got your financial house in order.
$1,200 Start-up, $200 monthly*
Includes 2-3 in-person meetings up-front, delivery of initial financial plan, ongoing review & our monthly service calendar, and full annual review.
Warner Brown Financial LLC is a Registered Investment Advisor in the State of Washington. The advisor 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 the rendering of personalized investment advice for compensation, will not be made without registration or exemption. This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein.
Securities offered through Betterment for Advisors. Member FINRA/SIPC.
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