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Financial Planning

Pointing you in the right direction: Forward

Breathe easy knowing Wayfinding Financial will provide the clarity, flexibility, and support you need to confidently build your financial plan.

Interactive Retirement Planning

Clearly illustrate multiple scenarios, stress tests, and more. See how different scenarios can change the way you view your retirement.

Tax-Efficient Strategies

Easily see how to save money with an optimal tax-efficient distribution strategy, showing you different withdrawal schedules and Roth conversions in a way you will truly understand yourself.

Social Security Optimization

See how to maximize your Social Security Income. Helping you make the big decision, like when to start receiving benefits.

Budgeting Tools

Providing you tools to help manage your budget, track spending in various categories, and manage expectations for future spending.

Student Loan Management

Use our unique student loan module to illustrate different scenarios so you can reduce payments. Helping ease the burden of student debt for yourself.

Insurance Needs Evaluation

Help protect yourself in the event of situations such as disability or death. Evaluate your needs in different situations and identify ways to ensure your success.

No Investing Experience? No Problem

We keep it simple.

Set up your account in just a few minutes and easily track your returns through the app.

We help minimize risk.

We invest your money in a diversified portfolio across different sectors to minimize your exposure to risk of dips in the market.

We do the busywork.

Our automation manages the trading so your portfolio is always up to date and earning you as much it can.

Demystified Estate Planning

Learn how your assets flow at the end of life, including any possible estate tax ramifications. Replace your anxiety with the peace of mind, knowing your assets are in order.

Account Aggregation

Bring together your bank accounts, credit cards, and externally-held investment accounts all in one place. It’s finally easy to see the full financial picture.

Streamlined Client Onboarding

Digitally onboard in six simple steps with our streamlined client portal. It’s easy for you to get up and running to plan for your future!

Get started with your financial plan – easy as 1, 2, 3

1. Create and account

2. Use the guided process to enter your financial data

3. View and track your net worth, income, and spending

Create an Account

Advisory services are offered through Wayfinding Financial, an SEC Registered Investment Advisor

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Advisory services are offered through Wayfinding Financial, an SEC Registered Investment Advisor

Shanice Dawson

Client Relationship Manager

(425) 361-0704

Shanice has spent the last 10 years building strong client relationships, optimizing operational processes, and, most recently, ensuring regulatory compliance within the wealth management industry. Throughout her career, she has come to appreciate the value of personal connections and their impact on achieving outstanding outcomes. Strong client and employee experiences are the foundation of any successful business, and she is dedicated to creating environments where both thrive.

Outside professional endeavors, Shanice is a active volunteer serving as a Volunteer Advocate for the Kirkland Police Department’s Domestic Abuse Response Team. She is passionate about positively impacting her community and fostering growth and development.