Vision Casting Financial Planning, LLC
Hi, my name is Kurt Heineman, CFP®.
I developed a process to help you be purposeful about your finances and making sure they are aligned with your values. As your financial planner, it’s critical to me that I understand what your best interests are so that I can serve you well. I’m highly skilled at helping individuals and couples verbalize their goals. I invite you to join me for a complimentary first meeting where we be the process of creating a purpose filled financial life.
I specialize in Retirement Planning, Estate Planning, and Socially Responsible/ESG investing.
I work with clients who are local to the Spokane area and remotely with people outside of Spokane.
Let’s cast a vision for your financial plan! Visit my website and select a time on my calendar to meet with me.
CERTIFIED FINANCIAL PLANNER™