UpFront Financial Planning, LLC - Spokane, Washington

Abby W.

If it was possible to give Harry Lawrence more than 5 stars, I would. However, as that is not an option, I will express my admiration for Harry and his fine establishment with the following haiku:

I had a pool full
Of nickels. Harry helped me
Invest them wisely.

In all seriousness, working with Harry has been wonderful. He is patient, knowledgeable, reasonable, and easy to communicate with. He helped me to identify the gaps in my financial knowledge and created a plan with concrete steps for me to follow to help me achieve my goals. Since meeting with him, I feel much more confident that I will be able to buy a house someday soon and retire at a reasonable age.

Rock on.

Melissa H.

We recently began working with Harry at Upfront Financial Planning, and it’s been a great experience so far. Harry is incredibly knowledgeable and I trust him to stay current on regulatory and market changes - so I don’t have to! He explains concepts clearly, ensuring we feel confident and comfortable with our plan. But most importantly, he asks the right questions and he listens.

We didn’t really have any specific retirement or financial goals before working with Harry, and we also didn’t have much insight into where our money was going. Harry provided us with a platform to track our spending, create a budget, and monitor our investments and progress toward our retirement goals. We already have a much better understanding of our finances.

Bottom line - Harry’s knowledge, patience, and responsiveness have been invaluable. I highly recommend working with Upfront Financial Planning if you are looking for a financial planner you can trust to create and manage the right financial plan for you.

alice W.

I have been working with Harry for several months, and I am extremely happy with his work. I feel more secure with my financial future than I have in ages. He is extremely knowledgeable about personal finances, but more importantly Harry took the time to get to know me as a person, and he tailors his recommendations to help me reach the goals that are important to me. He is honest and direct, sometimes telling me things I'd rather not hear, but never with judgement or criticism. I cannot recommend him highly enough.

Dave O.

We met Harry through work in the medical field. He is an outstanding medical practitioner and we felt that if he was that good at his medical profession he probably was going to be just as good with finances. When you’re with Harry you feel that he absolutely has your best interests in mind and he passionately wants you to succeed financially. I don’t feel like our finances could be in better hands and his planning strategies are way beyond my knowledge. We feel blessed that we found Harry and are feeling secure and confident about the future.

Jordyn W.

UpFront financial has made investing feel approachable and alleviated the overwhelm that comes with doing it on our own. We feel a great sense of relief having someone guide us in our financial planning who is transparent and great at teaching so we also understand the strategies and specific investments. 10/10 recommend.

Joel R.

I have felt very well cared for with UpFront. Harry takes a well-rounded approach to financial planning that balances personal goals with family wellbeing, and risk assessment. For a very reasonable/fair cost, he has brought peace of mind to our family.

Sydnie

We have met with other advisors in the past and they always seemed to care more about our money than helping us plan for the future. Harry is straight forward and honest about changes we need to make to reach our goals. His recommendations are realistic and geared towards us. We are so glad to have found UpFront Financial!

Marye F.

I never thought I would be able to reduce my debt, I just constantly felt like I was drowning. On top of that my credit score was absolute rubbish. I felt completely stuck while people my age were out living life and seemingly rolling around in cash and on their way to an early retirement. After meeting with Harry I have increased my credit score by over 200pts, made reasonable goals, and paid down 16% of my debt in lump sums in under 6mos. I have goals for early retirement and he makes them seem attainable. He is very intelligent and has never led me astray. There is no one I trust more with my financial goals. He wants his clients to succeed, and you never feel like a paycheck to him. Harry Lawrence is the right choice for all of your financial planning needs.