Vision Casting Financial Planning, LLC - Spokane, Washington

Vision Casting Financial Planning, LLC

Vision Casting Financial Planning, LLC is a highly regarded financial planning company located at 1124 W Riverside Ave Ste 305, Spokane, WA 99201, United States. The company can be reached by phone at 5097951718 or through their website visioncastingfinancial.com.

Specializing in financial planning, Vision Casting Financial Planning, LLC offers a range of services to assist clients in achieving their financial goals. Among their specialties are online appointments, on-site services, and they are wheelchair accessible with parking, entrance, seating, and toilets. The company is also LGBTQ+ friendly and requires appointments, which are recommended.

With a strong reputation, Vision Casting Financial Planning, LLC has garnered 3 reviews on Google My Business, averaging a remarkable 5/5 stars.

The company is dedicated to providing personalized financial plans tailored to meet the unique needs of each client. Their team of experienced financial planners takes the time to understand their clients' financial situations, goals, and concerns, offering expert advice and guidance to help them make informed decisions about their money.

Vision Casting Financial Planning, LLC prides itself on its commitment to building long-term relationships with clients, fostering trust and confidence in their financial planning services. By combining their expertise with a client-centric approach, they aim to help individuals and families achieve financial stability and security for a brighter future.

👍 Reviews of Vision Casting Financial Planning, LLC

Rafael A. D.

5/5

Kurt, has been an amazing financial coach for my wife, daughter and I. We started working together four years ago and set up a plan to tackle student loans, credit cards, organize our retirement and create a home purchasing goal in the Bay Area. My wife and I have been in the public service life work for the past 20 years and owning a home in the County where we grew up is seen as impossible. With the strong coaching and guidance of Kurt our credit improved, student loans forgiveness plans were strategized, our retirement funds were organized and a savings account for the home-ownership goal become a reality. This past month I am proud to say that my wife and I closed on a property in the San Mateo County Bay Area. The goals were set and Kurt helped us get there. We thank him so much for the coaching and support. Thanks Kurt!

Ross C.

5/5

Our nonprofit organization (Feast Collective / Feast World Kitchen) has relied on Kurt's excellent financial planning as we have set up an investment portfolio to support the long-term sustainability of our work. Kurt is holistic in his approach and understands how to align investing goals with the mission of our org. From day 1, this has been a great fit!

Derek T.

5/5

Kurt is AMAZING! We couldn't be happier. He is incredibly knowledgable when it comes to financial matters, but also very sensitive of our needs and questions. He takes care of us. He isn't pushy or sales-driven like other financial advisors can be but genuinely has our best interests in mind. Highly recommend!