All-Encompassing
Advice Beyond Investments

Remove any mystery of money. Learn how a teacher, a co-pilot and an advocate can change your financial life forever.

Encompass Financial
Life Planning is a fee-based
Financial Services Consulting Firm serving the Greater Seattle area and beyond.

Our financial team focuses on serving business owners and solopreneurs with sophisticated financial needs.

Through our fiduciary responsibilities and all encompassing approach, we will customize a plan suited to your personal financial situation.

Seattle Skyline Photo

The Human Element

The financial tools available don't vary that much from one advisor to the next. In a way, the finances are the simple part of the relationship.

Human beings are complex. We have thoughts, biases, attitudes, and emotions that intermingle in a delicate balance and they are ever changing as we journey through life.

Throughout our time working with clients, we've always felt that the real difference is made by our ability to see your wealth not as a set of numbers on a piece of paper, a chart, or a graph, but as a force influencing your life.

Sample Wheel of Life Graph
people-meeting

Life And Listening

In this increasingly digital world, it's important to never lose sight of the fact that behind every financial statement, every email, every quarterly performance update, there is a person, a heart, and a family whose life matters.

To gain an encompassing vision of your life, our financial team places a high importance on listening with an empathetic, patient, and unbiased ear at all times.

For examples of the impact our process makes in the client experience please check out our Hypothetical Scenarios.