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


This Office

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