Guidance Financial Planning

Our Guiding Principle

At Guidance Financial Planning, we believe financial planning is a partnership. We work alongside you to understand your unique goals and aspirations, and to create a personalized roadmap to help you achieve them. We believe in clear communication, transparency, and building trust to ensure a successful and lasting client relationship.

Who We Are

Founded by Brent Sears, a CERTIFIED FINANCIAL PLANNER professional, Guidance Financial Planning provides comprehensive financial planning services to individuals in Spokane, Washington.

Our Services

We offer a wide range of services to meet your diverse financial needs, including:

Financial Planning & Investment Management

• Retirement planning and investment strategies
• Estate planning and wealth preservation
• Tax optimization and wealth accumulation
• Risk management and insurance planning
• Cash flow and budgeting guidance

Financial Guidance & Education

• Retirement analysis and spending strategies
• Budget and debt management
• Investment review and analysis
• Educational resources and workshops

Our Philosophy

Financial planning isn't just about numbers. It's about understanding your aspirations, anxieties, and values to create a plan that aligns with your unique life goals. We believe in:

• Tailored Planning: Each client is unique, so we take the time to understand your circumstances, goals, and risk tolerance.
• Transparency: We believe in open communication and honest reporting, so you can feel confident about your financial future.
• Empowerment: We want to equip you with the knowledge and tools you need to make informed financial decisions.

Our Commitment

We are committed to providing our clients with:

• Personalized and responsive service: We are dedicated to building a strong relationship with you and responding to your needs promptly.
• Expertise and experience: Our team is comprised of experienced professionals with deep knowledge in financial planning and investment management.
• Continuous communication: We believe in maintaining regular communication and reviewing your plan regularly to ensure it remains relevant and effective.