We meet with clients by appointment only. We can meet with you via the phone, virtually (video teleconference), or in person (Bellingham, WA). Take the step to bring purpose to your financial journey.
From this page, you can (1) Schedule a meeting directly, or (2) send us your information and we will reach out to you.
(1) To schedule a meeting directly with John or Liz:
Contact us directly:
A note about our physical address. We maintain a physical address (shown above), but contact there is by appointment only. We meet can meet with clients in the manner that is most convenient and useful virtually (through Zoom) or in person at our office.
(2) Fill out the form and one of us will get back to you within the next 2-3 business days.