Kirwin Financial, LLC
Kirwin Financial is a fee-only financial planning firm serving professionals in their 30s, 40s, and 50s across Seattle and the Eastside — including Issaquah, Bellevue, Redmond, and Kirkland — to help you build a confident financial future.
Founder and CERTIFIED FINANCIAL PLANNER® professional, Jessica Kirwin, provides transparent advice with no product sales, no hidden fees and no commissions.
We offer holistic financial planning tailored to the needs of Seattle-area professionals, including investment management, tax strategies, insurance analysis, college planning and more.
YOU MIGHT BE ASKING YOURSELF:
We’re having our first child; what do we need to know? What should we prioritize? What sort of expenses should we be planning for? How do I take advantage of my employee benefits? What should our college budget be? Am I saving enough for retirement/financial independence?
A comprehensive financial plan typically costs between $2,750 and $3,750, depending on the complexity of your situation. This includes two meetings and the time it takes to do the analysis and put your plan together (anywhere from 10-20 hours). You will only be billed for time spent based on the hourly rate of $275/hour.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.