Financial Planning2020-07-07T15:39:54+00:00

Financial Planning

Wayfinding Financial is Planning for your RetirementEducationTravel

With our team of Certified Financial Planners (CFP®) and decades of experience, we can provide a personal touch and specific advice to each of our clients for their unique situation. Plus, access the tools we use anytime you want.

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Who is this for?

We are looking for clients who have the financial means to gain outstanding value from our advice. We work with those who value a professional financial relationship and have a desire to enhance their financial situation in order to achieve their goals. Plus, our clients can access the tools we use.

Ideas To Grow And manage Your Vision

Objective Advice 

We are committed to providing all of our clients with objective advice that is straightforward. We serve with the highest standards of fiduciary responsibility.

Saving Plan 

Learn how to efficiently manage your cash flow, minimize interest cost, and optimize cash positions.

Risk Assessment

We help guard against unforeseen risks by protecting assets and realigning investment towards capital preservation.

Life Transition Planning 

Unexpected opportunities and challenges may arise that can dramatically alter your life goals. Wayfinding Financial can help simplify these complex transitions.

Philanthropy 

Make an impact on the causes you care about while minimizing your tax liability.

Estate Planning

Working with estate-planning and trust specialists available through our affiliates to help review your wills and trusts, preserve your estate for your intended heirs, establish beneficiary designations, reduce potential exposure to estate taxes and probate costs and coordinate with your tax and legal advisors in protecting what matters most to you.

Our Team

Donald O’Neal
CFP® / Managing Partner

“Don’t be afraid to give up the good to go for the great.” — John D. Rockefeller

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Teresa Brokaw
CFP® / CRPC® / Senior Partner

“Dream higher than the sky and deeper than the ocean”

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Trent O’Neal
CRPC® / Partner

“You miss 100 percent of the shots you don’t take.” — Wayne Gretzky

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Start the Conversation!

425.361.0707

19020 33rd Ave W, Ste 390
Lynnwood, WA 98036

Kristen Christensen
Client Relationship Manager

“In my experience there is no such thing as luck.” — Obi-Wan Kenobi

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Frequently Asked Questions

What is a Registered Investment Advisor?2020-01-20T22:24:06+00:00

A Registered Investment Advisor (RIA) is a fiduciary who has a duty to their clients, which means that have a fundamental obligation to provide investment advice that always acts in their clients best interest.

As an RIA, Wayfinding Financial can give advice on all aspects of your financial situation. We customize our advice to the needs of each client and construct a personalized plan that will meet your specific goals.

Does your company hold my money?2020-01-20T22:23:41+00:00

No, Wayfinding Financial does not hold custody over client assets. Most of our accounts are held securely by our custodian TD Ameritrade Institutional. Your assets are insured against fraud and bankruptcy to $500,000 by SIPC and up to $149.5 million per account through private insurance purchased by TD Ameritrade through Lloyd’s of London.

What is the cost structure for investment services?2020-01-20T22:23:20+00:00

Our cost for investment management services are asset-based. We do not charge commissions or even earn money when trades are placed in a client’s account. Our costs are calculated on the total value of your assets under management. This puts our loyalties in line with yours.

Are you a Fiduciary?2020-01-20T22:22:45+00:00

Yes, we are fiduciaries. A fiduciary is legally required to put your interest first. No sales of financial products. No split commissions. No nonsense.

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