Vision Casting Financial Planning, LLC
Hi, I'm Kurt Heineman, CFP®.
I help individuals and couples like you connect their finances with what matters most. For me, truly understanding your values and goals is the foundation of effective financial planning. It's about ensuring your money serves your goals and aligns with your values.
In our complimentary first meeting, we'll explore questions like:
What’s important about money to you?
What’s something that you want to accomplish that requires money and planning?
I'll listen closely to understand your unique vision. This initial conversation is crucial because it forms the bedrock of the personalized financial plan I'll build for you.
Recently, I had the opportunity to discuss my planning process and our initial meeting on a podcast. You can watch an excerpt below to learn more.
I specialize in Retirement Planning, Estate Planning, and Socially Responsible/ESG Investing. For a detailed look at how I can help, please explore the service links above. Ready to start? Click the "Start Here" button to schedule your meeting.
Whether you're local to Spokane or located elsewhere, I'm ready to help you cast a clear vision for your financial future.
Kurt Heineman
CERTIFIED FINANCIAL PLANNER®
