Heidi C. Davis, CFP^®

MBA

Financial Advisor

Columbia Financial Planning LLC

8 Columbia Key
Bellevue, WA 98006

FINANCIAL ADVISOR'S WEBSITE

http://www.columbiafp.com

(425) 943-0001

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Comprehensive Independent Financial Planning. Financial Plan Minimum $6,000. Cost based on time/complexity. Payment $500 to start. Annual Review (after Financial Plan) Cost based on $250 per hour. No % fee for Investments Under Management.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Heidi Davis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Columbia Financial Planning LLC in Bellevue, WA and the surrounding communities.

Financial Advisor Overview

What do you do?

*Broad Financial Planning, Financial Plans, Consulting on Financial Issues

*Work On a Fee Only Basis -- which means I’m only paid by you. No commissions, investment fees from products sold to you. The benefit to you is that the financial advisor may be more objective.

What benefits could I get by working with you?

*By taking action on your financial planning you may realize your dreams!

*Achieve peace of mind

*Feel more confident because you have a plan to reach your goals

*A sense of accomplishment by increasing your knowledge of financial planning

*May obtain optimism, as there may be strategies and new options that you are not aware of

*May feel a sense of empowerment because you have control over your financial life

*See that you’re getting the most out of the retirement or other financial options available to you

*You’ll have a plan and advice that’s tailored to your unique goals.

How Much Does Financial Planning Cost?

The fee is directly related to the complexity and the time needed to analyze your unique question or situation.

See the costs below.

How do I learn more?

E-mail or phone and I’d be glad to answer any questions that you may have.

Financial Advisor Experience

As the Owner and Financial Advisor of a fee only practice, Columbia Financial Planning LLC, Heidi assists with a broad range of financial issues. A few of the financial issues Heidi advises on are retirement planning, 401k's, 403b's, investments, inheritance, estate issues, trusts, taxes, commercial real estate, social security and estimates of retirement savings.

Prior experience includes working as a Financial Advisor at the Bellevue Office of American Express Financial Advisors (now Ameriprise) offering financial plans, investments, insurance and a variety of other financial products.

She was a Vice President in Commercial Lending at Security Pacific (now Bank of America). Heidi was a consultant to several large Pacific Northwest based companies assisting on a variety of loans (including real estate), investments and other financial services. She started her financial services career in 1975.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - MBA(Master Business Administration)

Insurance Licenses

Life insurance: WA
Health/disability insurance: WA
Fixed annuities: WA
Variable annuities: WA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Estate Planning, Corporate Finance, Investment Management, Limited Partnerships, Employee Benefits, Government & Military, Getting Divorced, Irregular Income, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances