You’ve experienced a life change and feel compelled to get financial guidance.
You might be:
Whatever your trigger may be, you’re definitely:
Bellevue Financial Advisors specializes in the finances of women and their families. This focus allows us tailor our approach to match the needs of this unique group.
First, we intentionally limit the number of clients we serve so that each individual gets the personalized attention she deserves. We want to know our clients so well that we can anticipate their needs, and make proactive recommendations.
Second, we provide high-touch financial planning and investment management. We do the heavy lifting without pressure or judgment each step of the way.
Based in Bellevue, WA, we are a fully virtual firm. Meetings are held over the phone or video conference from the comfort of your home or office. Our goal is to make financial planning as convenient as possible.
Erin Egesdal CFP®Founder + Financial Advisor
Start by doing what's necessary; then do what's possible; and suddenly you are doing the impossible.
– Francis of Assisi
Many of my first clients were women like me – professionals in the middle of that intricate dance between trying to live a meaningful life today and preparing for a thriving tomorrow. We planned intentionally and invested thoughtfully (and still do!).
Over time, these remarkable women started referring their mothers, aunties – women in the midst of a major life change, faced with the types of money decisions that come with lasting consequence.
Successfully navigating these changes can be as much about untangling the knot of emotion (and the maze of documents) as they are about getting the technical guidance to invest with confidence.
It’s my personal mission to pull back the curtain of overwhelm, and empower women and their families to turn their money into lasting wealth.
M.A., Stanford UniversityB.A., Stanford University
Certificate in Financial Planning, New York University
CERTIFIED FINANCIAL PLANNER™ (CFP®)