Heidi Davis (CFP®, MBA)

Heidi Davis focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Corporate Executives
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

With more than 20 years in the financial industry and a depth of life experiences, I am able to relate to a wide variety of situations. Every client is unique, so I take time to understand your life goals, questions, concerns and opportunities. I focus on assisting clients in reaching their life goals by using a broad array of financial strategies based on researched and recently published information.
 

I help clients by offering:

1.      Specific Financial Advice

2.     Comprehensive Financial Plans

3.     Annual Review Advice
 
1.       Specific Financial Advice is offered at $250 per hour with a minimum fee of $500.
 

2.     A Comprehensive Financial Plan is a detailed written plan and includes client implementation assistance and "client service support" for 12 months.  The Plan covers several topics including life goals, analysis of assets, liabilities, Taxes, Insurance, Investment Analysis with specific Investment Recommendations, Retirement Savings Strategies, Analysis if savings are on track for retirement or other goals,

The minimum fee for a Financial Plan is

Additional Information

Licenses and Registrations
-Certified Financial Planner®
 
Education
-Bachelor in Business Administration-University of Washington
-Master of Business Administration-Northeastern University, Boston emphasis in Finance
-College for Financial Planning-Certified Financial Planner Education Program
 
Professional Affiliations
-Financial Planning Association (FPA)
-National Association of Personal Financial Advisors (NAPFA)
 
Personal
-avid gardener, outdoor nut, birds, hummingbirds, hiking, movies, traveling

NAPFA Start Date

July 21, 2010

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This Office

8 Columbia KY I 405 and I 90 Bellevue, WA 98006-1008 Phone: (425) 943-0001