Complimentary Insight Call
Financial Planning for Top
Producing Real Estate Agents
Schedule your complementary insight call
If you'd prefer to schedule via email or a phone call, please contact us:
[email protected] or (509) 328-6653
Who Is The Quantum Process
Designed For?
You are earning
$250k+ GCI (gross
commission income)
You are busy and want
to delegate optimizing
your finances
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, commission income management, investment real estate
modeling, 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.
Still Have Questions? Read more...
1212 N Washington St Suite 220 Spokane, WA 99201
We are located at the Rock Pointe Corporate Center at the corner of Boone Avenue and Washington Street. Our office building, Rock Pointe One, is the middle of three that are at the complex. Both the building name and street address are clearly posted above the main entry. You will find us on the second floor, just up the stairs (or elevator) and to your left.
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.
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.
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.
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.
