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.
Let us help you create your financial plan
Schedule a meeting with us!
Ryan Heacock, CKA® - Financial Planner
Marshall Williams, AIF® - Financial Advisor
Fellowship Financial Planning
502 W Riverside Ave, Suite 201, Spokane, WA 99201