PURSUING SUCCESS

BY WORKING TOGETHER

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

WISDOM

“For the Lord gives wisdom, from his mouth come knowledge and understanding.”

PROVERBS 2:6

GUIDANCE

“Where there is no guidance, a people falls, but in an abundance of counselors there is safety.”

PROVERBS 11:4

CREATING A FINANCIAL PLAN

FOR FINANCIAL FREEDOM

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

SERVICE

“Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.”

1 PETER 4:10

PURSUING SUCCESS

BY WORKING TOGETHER

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

WISDOM

“For the Lord gives wisdom, from his mouth come knowledge and understanding.”

PROVERBS 2:6

GUIDANCE

“Where there is no guidance, a people falls, but in an abundance of counselors there is safety.”

PROVERBS 11:4

CREATING A FINANCIAL PLAN

FOR FINANCIAL FREEDOM

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

SERVICE

“Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.”

1 PETER 4:10

personalized financial services for

wealth, retirement and the future

PERSONALIZED FINANCIAL SERVICES FOR wealth, retirement and the future

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.



Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.



INSURANCE

Insurance is essential to any comprehensive financial security plan. It can protect you and your family from undue hardship.



retirement planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.



your finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.



ASSET ALLOCATION

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.



retirement planning

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others, while others simply want to share their good fortune.

MEET OUR

team of professionals

MEET OUR TEAM OF PROFESSIONALS

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

Ryan
Heacock, CKA®

Financial Planner

Marshall
Williams, AIF®

Financial Advisor

Jon
Greene

Financial Advisor

JON
DAVIS, CFP®

Financial Advisor

Zach
Lipton

Financial Advisor

John
Kiepe

Research Analyst

Jennifer
Ellison

Executive Assistant

Nora
Storey

Executive Assistant

Irina
Mazhan

Executive Admin

Rachel
Bachman

Front Desk
Executive

Kelly
Nuess

Event
Specialist

Schedule a meeting with us!

NEW CLIENTS

EXISTING CLIENTS

Fellowship Financial Planning
502 W Riverside Ave, Suite 201, Spokane, WA 99201

Investment advice and financial planning offered through Financial Advocates Investment Management (FAIM), a registered investment advisor, DBA Fellowship Financial Planning (FFP). FAIM and FFP are separate entities.

View our Client Relationship Summary PDF

Fellowship Financial Planning
610 W Hubbard St, STE 202, Coeur d'Alene, ID 83814

PURSUING SUCCESS

WISDOM

“For the Lord gives wisdom, from his mouth come knowledge and understanding.”

GUIDANCE

“Where there is no guidance, a people falls, but in an abundance of counselors there is safety.”

CREATING A FINANCIAL PLAN

SERVICE

“Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.”

PURSUING SUCCESS

WISDOM

“For the Lord gives wisdom, from his mouth come knowledge and understanding.”

GUIDANCE

“Where there is no guidance, a people falls, but in an abundance of counselors there is safety.”

CREATING A FINANCIAL PLAN

SERVICE

“Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace in its various forms.”

personalized financial services for

wealth, retirement and the future

PERSONALIZED FINANCIAL SERVICES FOR wealth, retirement and the future

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

Investments

INSURANCE

retirement planning

your finances

ASSET ALLOCATION

retirement planning

MEET OUR

team of professionals

MEET OUR TEAM OF PROFESSIONALS

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

RyanHeacock, CKA®

MarshallWilliams, AIF®

JonGreene

JONDAVIS, CFP®

ZachLipton

JohnKiepe

JenniferEllison

NoraStorey

IrinaMazhan

RachelBachman

Kelly Nuess

Schedule a meeting with us!

Ryan
Heacock, CKA®

Marshall
Williams, AIF®

Jon
Greene

JON
DAVIS, CFP®

Zach
Lipton

John
Kiepe

Jennifer
Ellison

Nora
Storey

Irina
Mazhan

Rachel
Bachman

Kelly
Nuess