People
These are professionals in the Seattle area whom I have met and found to have a high level of expertise in their fields. They're also caring people with a sincere desire to help others.
Of course, I can't guarantee that a given person will be a good fit for you; you'll have to do your own research. I believe this is a good place to start, and I encourage you to seek referrals from your friends and family as well.
Check out the Articles page for information about finding a financial planner, types of financial professionals, and how financial planners are paid.
Financial Advisors
Barbara Boren2200 Sixth Ave, Suite 527
Seattle, WA 98121
206-441-6884
www.barbaraboren.com
I've been helping individuals grow and preserve their wealth for over 20 years. My objective is to be your resource as you move through life's transitions: retirement planning, divorce, family wealth transfer events, and even home buying.
Success in life can't be measured in dollars and cents alone. My aim is to reduce the unknowns in your financial future, thereby giving you the peace of mind to enjoy your life today and face the future with confidence. Please call for a complimentary 30 minute meeting.
Debbie WhitlockDirect: 206-579-0249
Office: 206-749-5111
www.soundfinancialpartners.com
Debbie Whitlock co-founded Sound Financial Partners in 2002 after starting her career in the financial services industry in 1996. With her team of financial professionals, she creates customized strategies around asset protection, accumulation and distribution for families, helping them make sense of a universe of complex information.
In February 2008 Debbie was named "Woman of the Year" by her broker-dealer, Woodbury Financial Services, Inc., for her commitment to women and investing as well as her support of other women in the financial services industry.
Debbie holds life and disability insurance licenses in the states of Washington and Oregon, securities licenses 6 and 63 in the State of Washington, and is a CFP candidate through Boston University.
Anne Zastko
Financial Representative
Liberty Wealth Strategies, LLC
Office: 206-713-0455
www.biznik.com/members/anne-zastko
Anne Zastko is a financial educator who can help you create a road map to financial success. She has 22-plus years in the Financial Services industry that includes experience working on Wall Street at an International Hedge Fund with many of the world's top money managers. Anne is committed to utilizing her wealth of knowledge toward the empowerment of your financial goals and dreams.
Estate Planning
David Ravi SitlaniOffice: 206-267-8777
Fax: 206-577-3843
www.sitlanilaw.com
Seattle Office
The Law Offices of David Ravi Sitlani, PLLC
1525 Fourth Ave., Suite 800
Seattle, WA 98101
Redmond Office
The Law Offices of David Ravi Sitlani, PLLC
8201 164th Ave NE, Suite 200
Redmond, WA 98052
At the Law Offices of David Ravi Sitlani, we enjoy working
with individuals, families, and small businesses to ensure that all of their
planning needs are met. We offer high quality legal services at competitive
rates, and have offices in downtown Seattle and Redmond. We're a general
practice law firm that specializes in business planning and probate as well as
estate planning.
Accountants
Deborah AsavarahapunAccounting for Small Business, Inc.
Office: 206-522-0698
www.afsbinc.com
I started my firm, Accounting for Small Business, Inc. in 1995, providing bookkeeping and accounting services to small businesses.
As a Certified QuickBooks Pro Advisor I support and install all QuickBooks accounting software in addition to training and doing data cleanups.
Prior to this I co-owned and operated a small wholesale manufacturing business for 18 years, in addition to having worked in two CPA firms.
I bring thirty years of business and accounting experience to my clients. I love my job and, in particular, working with small business owners.
Madeline BaileyAdvanced Certified Quickbooks Professional Advisor
Q.C. Computing, LLC
Office: 206-832-5485, 11-7 Mon-Sat
www.radicalaccounting.com
Madeline Bailey is an Advanced Certified QuickBooks Professional Advisor, and the author of Radical Accounting.
An on-site business consultant, she's happy to train you to do it yourself, be your private accountant, or any combination
of the two — your money, your way. Call to get your QuickBooks software set up correctly. She'll do it right the first time,
or fix what was not done right before. Her goal is to help you make your business more profitable. Madeline provides expert consultation
and analysis to help you evaluate the wealth of information available in your financial reports. Make the most of the data you collect —
improve your strategies and boost your profit.
Valerie MyersV.L. Myers Consulting Group
Office: 206-331-3937
www.vlmyers.com
For individuals, we offer monthly bookkeeping and budgeting services, as well as training on various types of record-keeping software.
We can help you get on top of your finances!
For small businesses, we offer full-charge monthly bookkeeping services and project-based consulting services. Our areas of expertise include overall business strategy, process improvement, marketing strategy, and pretty much anything financial.
For larger businesses, we provide a full-service out-sourced accounting function including CFO-level decision making. In a nutshell, we'll record your transactions, prepare your financials, direct all accounting-related activities, and (here's the best part) translate your financial information into action, making recommendations to enhance both your top line and bottom line.
Homebuyer Resources
Sharon CarlsenColdwell Banker Bain, Lake Union
Office: 206-979-1844
www.HappiestHomes.com
Real estate is about helping people navigate life's transitions. Times change, markets change, and as our needs and desires change, we often move. When it comes to real estate, I've been called a guide, an advocate, a counselor, a facilitator, and a solid resource and partner for my people.
My business success relies on referrals from clients, friends, colleagues, and other associates in my growing network. People choose me because I am a clear communicator, and am thorough, skillful, and attentive to detail. I practice kindness, honesty, integrity, and good humor, and those values have attracted a fascinating network of people I'm happy to call my clients. Please check out my website and let me know if I can be of help. Thanks, and best wishes.
MetLife Home Loans, The McDonough GroupTeam Line: 206-691-2900
www.TheMcDonoughGroup.com
Today's mortgage industry is going through significant changes. You will need an experienced and local mortgage
consultant to help you navigate through the rates and options. And, more importantly, be able to deliver on what is
promised while insuring a smooth, no-surprise closing.
Andrew and Dani McDonough are at the head of The McDonough Group, combining nearly 30 years of mortgage industry experience. Andy and Dani work with clients one-on-one to educate them on various loan scenarios, and the financial impact of each program. They have the ability to act as a direct lender as well as an independent broker with access to different programs to meet any lending needs. You can count on The McDonough Group to deliver with local underwriting, processing and closing. Many happy client referrals and references available for review on the team website. Count on us to get the job done right... "Our Team = Your Success!"
Larry MillerReal Estate Professional
Windermere Real Estate/East Inc.
Office: 425-681-7535
www.larry-miller.com
I have been helping people buy and sell homes for over 11 years, and I worked in commercial real estate for
over 10 years before that. I work very hard for my clients and earn their trust throughout the transaction.
I do not push my clients into a sale, but rather provide them with all the information they need to make
their own educated decision.
Whether you are looking for a new construction home, view property, condo, or a townhome in the greater Eastside area, I can help you.