Planning With Purpose

Planning With Purpose is a financial planning and advisory service in Lynnwood, Washington, serving individuals and families across the region with personalized, fee-only guidance. The firm specializes in helping clients navigate complex financial decisions with clarity and confidence, offering tailored solutions for non-traditional relationships, LGBTQ+ individuals and couples, and those committed to values-driven investing. With a strong reputation reflected in a 4.90 rating, the firm is known for delivering objective advice without product sales, empowering clients to take actionable steps toward their life goals and achieve lasting financial peace of mind.

The firm emphasizes a boutique, approachable environment where clients are treated as partners in their financial journey. Rooted in the belief that financial planning should be inclusive and forward-thinking, the team supports clients at every stage of life, from early career planning to retirement readiness. Their work is informed by real-world experience and a deep commitment to ethical practice, highlighted by co-founder Debra Neiman’s authorship of *Money Without Matrimony: The Unmarried Couple's Guide to Financial Security*, a resource addressing the unique financial needs of unmarried and non-traditional households. The firm’s mission centers on enabling clients to make smarter decisions, build wealth, and pursue their life dreams with confidence.

Located on 196th Street Southwest, the business sits just a short walk from Lynndale Elementary School and is situated near Summe Medical Clinic and Planned Parenthood, with Edmonds Worlds Tae Kwon Do and Ampetheater within a half-mile radius. The address lies directly on 196th Street Southwest, a primary thoroughfare in the area, placing the firm within easy reach of local residents.

The firm stands out for its clean, well-structured online presence and consistently detailed business information, making it easy for clients to access accurate, trustworthy resources. This transparency reinforces its reputation as a reliable, client-focused advisor in the community. With a strong foundation in personalized service and integrity, Planning With Purpose is a trusted name in financial planning for Lynnwood residents seeking clarity, confidence, and long-term security.