Financial Planning2021-05-10T18:28:54+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.

Are You Ready For Retirement?

See Your Financial Goals

On track for retirement? Buying a house, saving for college?

Track Expenses

Stay on top of your budget and track your expenses.

Unlock More Value

Retirement, college planning, social security optimization, tax planning & more.

All Accounts in One Place

Link your financial accounts with automatic daily updates.

Start Your Financial Planning Process

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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Jay Winston
CFP® / Financial Advisor

“If one does not know to which port one is sailing, no wind is favorable.” — Seneca

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Michelle Wade
Client Relationship Manager

“Nobody’s a natural. You work hard to get good & then you work to get better.” — Paul Coffey

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Craig Roth
Client Relationship Manager

“Luck is found where opportunity and preparation meet.” — Seneca

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Start the Conversation!

425.361.0707

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

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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By filling out our risk tolerance survey, we can recommend financial solutions tailored to your needs.

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