Everleap Financial Planning

Everleap Financial Planning is a fee-only financial planning firm based in Seattle, Washington. We specialize in helping first-generation immigrant professionals find clarity around their financial lives as they plan for their future.

Financial planning for immigrant families looks different, and we understand that from lived experience. Our holistic process creates space to step back from the pressure of day-to-day financial decisions, clarify what a fulfilling life looks like to you, and then align your financial resources to support that vision.

Services (priced in flat-fees): 1. Comprehensive Financial Planning; 2. Ongoing Financial Planning.

We serve clients virtually throughout the Greater Seattle area (including Bellevue, Kirkland, Redmond) and nationwide. 

Explore more oour website or send us a message with any questions.

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.
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Advisors at this Office

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.
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This Office

6947 Coal Creek Parkway Southeast, #213 Newcastle, WA 98059 Phone: (425) 201-5130

Primary Office

6947 Coal Creek Parkway Southeast, #213 Newcastle, WA 98059 Phone: (425) 201-5130