Crafted Finance

Crafted Finance is a financial planner in Seattle, Washington. The firm provides a variety of specialized services, including financial planning, investment management, and real estate strategies. Their offerings encompass retirement and education planning, tax and estate planning, cash flow and savings goals, and insurance guidance. The firm serves clients through a fee-only, fiduciary approach, with a 5.00 rating.

The firm utilizes a fee-only pricing model to ensure cost transparency and the absence of hidden fees or commissions. Their professional team, which includes a CFP® professional, focuses on creating long-term partnerships to help clients achieve financial freedom. Beyond traditional investment management and portfolio recalibrations, Crafted Finance incorporates real estate strategies into their financial planning services, providing guidance on both homeowner and income property advising. Their approach is designed to address complex needs such as wealth-building, retirement income strategies, and concierge services for administrative investment tasks.

Located on the first floor of 500 Yale Ave N, the office is situated near the Amazon.com Stackhouse and is a short walk from Eastlake Avenue East. The area is also close to the Cascade Playground, the Cascade People's Center, and Hutch School.

Crafted Finance is recognized for its commitment to the highest industry ethical standards and its dedication to fiduciary care. As a firm of CFP® professionals, they are legally bound to act in their clients' best interests, providing rigorously trained expertise to help individuals navigate their financial futures.

Crafted Finance provides dedicated financial planning and investment management to help clients in Seattle achieve their long-term wealth goals.

Services:

• Financial Planning
• Investment Management
• Real Estate Strategies