Fulcrum Financial Group

Your Trusted Spokane Financial Advisors

Fulcrum Financial Group stands as a beacon of financial guidance and empowerment for individuals and families in the Spokane area. Founded over two decades ago by Sarah Carlson, our team has evolved into a close-knit group of experienced professionals dedicated to helping you achieve financial freedom and live your ideal life.

Who We Are

Composed of compassionate and skilled financial advisors, we specialize in comprehensive wealth management and financial planning. We take a holistic approach, working "inside out" to understand your unique needs, aspirations, and values. Our personalized strategies address every aspect of your financial life, from retirement planning and estate planning to tax optimization, divorce planning, and investment management.

Our Approach

We believe in a balanced approach to financial planning, integrating innovative approaches with genuine care and understanding. Our process is:

• Discovery: We delve deep into your financial history and goals to identify potential roadblocks and opportunities.
• Collaboration: We work alongside you, discussing your dreams and anxieties to tailor a plan that resonates with your individual aspirations.
• Implementation: We execute your plan with precision and accountability, ensuring your financial well-being is proactively managed.
• Review and Evaluation: We regularly review your plan and make necessary adjustments as your life evolves.

Our Commitment

At Fulcrum Financial Group, we are dedicated to providing:

• Innovation: We embrace the latest industry trends and technologies to deliver efficient and personalized solutions.
• Caring: We treat every client with empathy, understanding, and personalized attention.
• Integrity: We uphold the highest ethical standards and transparency in all our financial planning practices.
• Inclusivity: We welcome clients from diverse backgrounds and financial situations, providing tailored guidance for each.

Contact Us Today

Are you ready to take control of your financial future? Contact Fulcrum Financial Group today and schedule a complimentary consultation. We'll work together to uncover your financial potential and create a customized plan for success.