Falcon Wealth Planning - Seattle (WA)

5 /5 Jessie Hammett: One of the best free services Ive ever received. I made a consultation and was matched with Matthew and had a wide range of questions in regards to my 401k contributions, my roth IRA and some company stock. I met with Matthew twice and he provided actionable steps and recommendations based on my current portfolio. Ive been checking them off and feel so much better about my trajectory. I wish I had reached out for a consultation years ago but am so glad I took the time to meet with them. Highly highly recommend!

5 /5 Taylor Lockhart: Ryan and team were very generous of their time and attention prior to us even signing on as a client. We spent close to 2 hours discussing our situation without ever being barred from asking questions because we were not yet full-time clients. Although we did not end up signing on as clients, it is because we are not at a point where we would need a full time advisor. We will be happily going back to meet with Ryan and team when that time comes.

5 /5 Savanna Carmack: I am working with Ellen, and we are having a great time trying to tease out my finances--from learning about investing, to dealing with my student loans, and planning for retirement. I really appreciate the integrated approach that Falcon Wealth takes to evaluating your finances and tax situation together. They are your one-stop-shop for financial planning and advice. Ellen has been helping me to create personalized weekly lesson plans to help me actually learn about money and investing. She is very patient and easy to talk to. She will educate you and make sure you feel comfortable knowing what you are doing with your money before you make a financial move. She has the heart of a teacher and does not try to sell anything or push you into doing anything financially that would not be in your best interest. I recommend working with Ellen if you are new to investing and dont know where to start.

5 /5 Anne Nguyen: I worked with Quinn, and briefly with Zack, on a comprehensive financial assessment. They were true professionals and offered top-notch service. My financial focus as young(ish) professional is to ensure I am on track for a rich life retirement while still being able to enjoy my wealth building years. I was impressed by the level of detail of review as well as their ability to explain concepts in a way that was easy to understand.

5 /5 Diane Cardoso: I spoke with Chris about a general assessment of my finances and opportunities for growth. The conversation was extremely informative and his suggestions were clear – it was easy to understand next steps and areas where I could improve. I felt very comfortable speaking about my financial history and Chris was patient with all of my questions. The process was quick and simple, and it’s clear the staff at Falcon Wealth Planning care about your needs and concerns.