COLUMBIAFP.COM

Columbia Financial Planning – Heidi Davis, CFP - Financial Planning and Wealth Management services for Bellevue, Washington

Call 425.943.0001. Relax and enjoy life. When clients come to Heidi Davis, CFP, they are often stressed out, anxious, and looking for hope. They’re busy working and caring for their families, and they don’t have time to research the complexities of 401ks, IRAs, stock options, and college savings plans, Davis says. They can finally relax and enjoy their lives, she says. They can take flight and soar. Download The Columbia Financial Planning Advisor Disclosure Statement here.

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HEIDI DAVIS

HEIDI DAVIS

8 COL●●●●●A KEY

BEL●●●VUE , WA, 98006

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HE●●●@COLUMBIAFP.COM

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HEIDI DAVIS

HEIDI DAVIS

8 COL●●●●●A KEY

BEL●●●VUE , WA, 98006

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1.42●●●●0001

HE●●●@COLUMBIAFP.COM

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HEIDI DAVIS

HEIDI DAVIS

8 COL●●●●●A KEY

BEL●●●VUE , WA, 98006

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HE●●●@COLUMBIAFP.COM

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Columbia Financial Planning – Heidi Davis, CFP - Financial Planning and Wealth Management services for Bellevue, Washington | columbiafp.com Reviews

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Call 425.943.0001. Relax and enjoy life. When clients come to Heidi Davis, CFP, they are often stressed out, anxious, and looking for hope. They’re busy working and caring for their families, and they don’t have time to research the complexities of 401ks, IRAs, stock options, and college savings plans, Davis says. They can finally relax and enjoy their lives, she says. They can take flight and soar. Download The Columbia Financial Planning Advisor Disclosure Statement here.

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Columbia Financial Planning – Heidi Davis, CFP - Financial Planning and Wealth Management services for Bellevue, Washington | columbiafp.com Reviews

https://columbiafp.com

Call 425.943.0001. Relax and enjoy life. When clients come to Heidi Davis, CFP, they are often stressed out, anxious, and looking for hope. They’re busy working and caring for their families, and they don’t have time to research the complexities of 401ks, IRAs, stock options, and college savings plans, Davis says. They can finally relax and enjoy their lives, she says. They can take flight and soar. Download The Columbia Financial Planning Advisor Disclosure Statement here.

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Call 425.943.0001. The first meeting is complimentary. Comprehensive financial plans are a minimum of $6,000. A fee of $500 starts the process and the balance is due over time based on a percentage of completion. This includes 4 client meetings, draft reviews, implementation assistance and service. Annual reviews are a minimum of $600. This may include an updated Asset Allocation and rebalancing information. Smaller projects are available on a $300 per hour basis with a $600 minimum. Teaches you how to m...

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Call 425.943.0001. Women: How to Destroy Your Finances in 7 Easy Steps. July 19, 2012. Do you ever lie awake at night wondering how to make a complete wreck of your financial situation? Here are 7 easy ways to trash your finances. 1) Why educate yourself on financial matters today? Wait till your spouse dies or becomes disabled to do it. That way, you can. Top 10 Things My New Client Has Learned About Financial Planning. May 16, 2012. Boost Your Retirement Savings with Individual Retirement Accounts.

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Call 425.943.0001. Heidi Davis, CFP , MBA, is a. Financial advisor at Columbia Financial Planning, based in Bellevue, Washington. Davis has a different philosophy than most financial planners. She doesn’t believe in managing her clients’ investments and taking a percentage of their total portfolio as compensation. Furthermore, her philosophy is that all costs should be transparent. Bachelor in Business Administration, University of Washington. Master in Business Administration, Northeastern University.

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Columbia Financial Planning – Heidi Davis, CFP - Financial Planning and Wealth Management services for Bellevue, Washington

Call 425.943.0001. Relax and enjoy life. When clients come to Heidi Davis, CFP, they are often stressed out, anxious, and looking for hope. They’re busy working and caring for their families, and they don’t have time to research the complexities of 401ks, IRAs, stock options, and college savings plans, Davis says. They can finally relax and enjoy their lives, she says. They can take flight and soar. Download The Columbia Financial Planning Advisor Disclosure Statement here.

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