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.