Bailey Erickson

CFP®, MBA

Quantum Financial Planning720 W Boone Ave, Ste 100, Spokane, WA 99201

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Black Americans, Business Owners, Executives, GenX, Government & Military, High Earning First Generation, Latino, LGBTQ+, Millennials & GenZ, Physicians & Healthcare, Pre-Retiree, Retirees or Seniors, Single Parent, Teachers & Educators, Women & Female Leaders

Major Milestones I Specialize In

Buying a Home and Relocation, Career Changes or Job Loss, Caregiving for Aging Relatives, Compensation Changes, Death in the Family, Early Retirement or Financial Independence, End of Life and Legacy Planning, Funding Education, Retirement Planning, Sudden Wealth or Inheritance, Widowhood

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

► Our team can help you answer questions like: - What can I do today to prepare my finances for retirement? - When can I realistically stop working, or is early or semi-retirement possible for me? - How can I proactively lower the taxes on my retirement or other major windfalls? - What’s the right mix of investments to protect my money and still see it grow? - What thoughtful steps can I take to make the most of an inheritance? - How can I protect my hard-earned nest egg from inflation and rising costs? - What’s an easy way to budget for travel, hobbies, and experiences without overspending? - How do we adjust our financial plan if anything unexpected happens? - Can I see how different choices I make today will affect my retirement lifestyle? - Which accounts should I tap into first to help my retirement savings last longer? If you’d like help with retirement planning, proactive tax planning, or managing a large windfall like an inheritance or sale of a business, reach out to our team. We can help you understand how to make the most of what you’ve saved or will receive while also planning for multiple big goals. You only retire once… our goal is to make sure you’re excited for what comes next! Learn more about Quantum Financial Planning at: https://www.quantumplanning.com/

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.