Wealth Management

redefining 

wealth management

WEALTH MANAGEMENT

Fellowship Financial Planning gives you the ability to organize all your advisors and assets and consolidate them in the same place at the same time.

Imagine a single platform through which all your financial matters may be managed. Your assets. Your private documents. Your financial and estate plan. Your retirement and cash flow models.

We organize your assets, asset allocation strategy, insurance, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future. Your updated financial status is automatically integrated into your comprehensive financial and estate plan, continuously providing you with a meaningful, up-to-date analysis.

Schedule a meeting with us!

Ryan Heacock, CKA® and Financial Planner
Marshall Williams, Financial Advisor

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

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