Vision Casting Financial Planning, LLC
Hi, my name is Kurt Heineman, CFP®.
I developed a process to help you be purposeful about your finances and making sure they are aligned with your values. As your financial planner, it’s critical to me that I understand what your best interests are so that I can serve you well. I’m highly skilled at helping individuals and couples verbalize their goals. I invite you to join me for a complimentary first meeting where we discuss the following questions:
What’s important about money to you?
What’s something that you want to accomplish that requires money and planning?
As you share your answers to these questions, I listen closely to make sure I understand your values, goals, and best interests. When you hire me, I will build a financial plan for you based upon this information.
I was recently featured on a podcast where I spoke about my planning process and the first complimentary meeting. You can watch an excerpt below.
I specialize in Retirement Planning, Estate Planning, and Socially Responsible/ESG investing. To learn more about the services I offer please click on the links above and to schedule a meeting with me click on the “Start Here” button.
I work with clients who are local to the Spokane area and remotely with people outside of Spokane.
Let’s cast a vision for your financial plan!
Kurt Heineman
CERTIFIED FINANCIAL PLANNER™
