Kurt Heineman (CFP®)

Kurt Heineman focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Socially Responsible Investments

Planning Specialties

I specialize in Retirement Planning, Estate Planning, and Socially Responsible/ESG investing.

Additional Information

My name is Kurt Heineman. I am a CERTIFIED FINANCIAL PLANNER™ and I am the owner of Vision Casting Financial Planning, LLC.

I love financial planning because it allows me to use my skills to help people in very practical ways. One of the unique skills I bring to financial planning is the ability to cultivate an honest and open space to talk comfortably about our financial dreams and how to achieve them. I enjoy understanding people’s values and goals, then building a financial plan that integrates what matters most to my clients.

Aside from my financial planning, I love spending time with family, mountain biking, and watching the Seattle Seahawks and Sounders FC.

NAPFA Start Date

August 03, 2021

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This Office

1124 West Riverside Ave, Suite 305 Spokane, WA 99201 Phone: +1 (509) 795-1718