Prentice Financial Planning

Our Guiding Principles

Prentice Financial Planning is a client-centered financial planning firm serving individuals and families in the Olympia, Washington area. We believe in empowering our clients to achieve their financial goals through personalized plans tailored to their unique needs and aspirations.

Advanced Financial Planning: Your Personalized Playbook

Our foundation is the Advanced Financial Planning process, known as the Prentice Playbook. This comprehensive approach empowers you to delegate the implementation of your financial strategy to our experienced professionals while retaining complete transparency and control.

Tax Planning

• Develop personalized strategies to minimize taxes in all aspects of your financial life.
• Ensure optimal deductions, credits, and capital gains management.

Income Strategy

• Review and optimize your income sources for maximum efficiency and growth potential.
• Develop a retirement savings and income strategy aligned with your life goals.

Retirement Planning

• Create a personalized roadmap to achieve your retirement goals, considering all available options.
• Analyze your risk tolerance and recommend appropriate investments.

Estate Planning

• Ensure your assets are protected and distributed according to your wishes.
• Designate beneficiaries and establish power of attorney and living will.

Risk Mitigation

• Identify potential risks and implement strategies to safeguard your financial security.
• Develop a comprehensive insurance review and recommendation plan.

Investment Management

• Partner with experienced professionals to manage your investments for optimal growth and preservation of wealth.
• Receive regular performance updates and ongoing review to ensure your portfolio aligns with your goals.

Who We Serve

We partner with individuals who:

• Have $500,000 or more saved in retirement and investment accounts.
• Are planning to retire in the next 10 years or have already retired.
• Seek expert guidance to implement a personalized financial plan and achieve their financial goals.

Our Team: Experienced and Certified Professionals

Prentice Financial Planning is led by experienced and certified professionals who are passionate about helping clients achieve financial success. Our team comprises Certified Financial Planners (CFPs), who are bound by ethical principles to act in your best interest.