Spencer Financial Planning, LLC

Spencer Financial Planning, LLC is a fee-only, fiduciary financial advisory firm located in Spokane, Washington, serving clients nationwide, but primarily in Washington and California.

We work with people to help them:
- make smart financial decisions,
- cultivate good habits with their money, and
- navigate the complexities of their finances.

We serve clients primarily in California and Spokane, Washington, specializing in helping Capital Group associates and retirees.

If you'd like to learn more, check out our website: Spencer Financial Planning

And if you're feeling adventurous, click here for a collection of short videos describing our process.