Complimentary Insight Call
The first step to a three-meeting process
to gauge your retirement success.
Who Is The Quantum Process
Designed For?
You are within 5 years
to retirement
You have $750k+ of
Investable Assets
You have the desire to make a
plan for your financial future
The Quantum Financial Planning Process
After your Complimentary Insight Call, you will begin our 3-meeting financial planning process.
Step 1 Get Organized
The first step to building your financial plan is achieving clarity in your current situation.
Our process organizes your financial life into a digestible format, allowing you to make
confident and informed financial decisions.
Step 2 Make a plan
Your financial plan is the intersection of your financial data and personal goals.
Our financial planning team will walk you through the various complexities of your current projection.
This will include taxes, investments, estate planning, risk management, and retirement analysis.
Step 3 Optimize the plan
With your plan in place, it is time to optimize.
Our process addresses your specific goals and provides recommendations
to best attain your personal financial success.
This is also your opportunity to ask “What if?” as we model the impact of
various financial decision to your comprehensive plan.
Schedule your complimentary insight call
If you'd prefer to schedule via email or a phone call, please contact us:
[email protected] or (509) 328-6653
Still Have Questions? Read more...
720 W Boone Ave, Suite 100, Spokane, WA 99201
We are located just north of the Spokane Arena on the corner of Boone Avenue and Post Street. Our office building is easy to find with “Quantum Financial Building” clearly posted above the main entry with plenty of free parking available in our lot. You will find us on the first level just inside the glass doors after you enter the building.
CERTIFIED FINANCIAL PLANNER® certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.
To learn more about the CFP® certification, visit here: https://www.letsmakeaplan.org
Quantum and its financial planners accept a fiduciary duty, which means we are committed to acting in your best interests at all times when providing financial advice and financial planning.
Protection of personal information is more important today than ever before. To combat the threat of identity theft and fraud, we work with technology experts on an ongoing basis to keep our data and programs secure. Furthermore, we follow a strict set of policies that cover security measures ranging from office safety protocols to the monitoring of client account transactions.
Quantum has been utilizing digital meetings for years as we serve clients who live in all corners of the United States. We are able to meet by whatever means are most convenient for you.
Quantum’s services are designed specifically for individuals approaching and in retirement. We do serve some individuals with other financial planning concerns, but the majority of our services surround the needs of this demographic.
We never charge for the first meeting, which we consider our Insight Meeting. This is a time for you to ask questions and consider whether Quantum is best suited to meet your financial planning needs.
Quantum Financial Planning Services, Inc. is a fee-only Registered Investment Advisor. Practically, we get paid in two manners. First, a one-time flat fee for financial planning. Second, as a percentage of assets under management for portfolios that we manage on behalf of our clients.
We do NOT accept any investment commissions.
At Quantum we take a long-term investment perspective. In practice, this means we systematically rebalance portfolios, and manage each client’s portfolio based on objectives and risk to achieve his/her long-term goals while striving to keep investment costs low. We believe that investment performance is attributed to asset allocation over security selection.
