Start here

Step 1

15 Minute Introductory Call

We’ll broadly discuss your situation and goals for an engagement. This will give us an opportunity to see if there is a potential fit.

Schedule A Call

Step 2

Complete the Confidential Profiler and gather together various documents listed on Page 2 of the Profiler.

Download Profiler

Step 3

1 to 2 Hour Complimentary Discovery Meeting

We'll discuss your situation, goals, values, concerns and what you’re looking for in an advisory relationship. We'll discuss how we might work together and what benefits you can expect if we choose to work together. You may ask any questions about background, process, fees, and what to expect.

Commencement Financial Planning LLC is a Registered Investment Advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, or excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.