Fellowship Financial Planning - Spokane (WA)

Matt Graupner Sean is extremely knowledgeable and excellent to work with, highly recommend N.W.I.A.!!

Sean Locke Trutinas team is fantastic! When my spouse and I were faced with large bill from a doctors visit due to insurance coverage claiming a preventative visit was Out-of-Network (when the provider was deemed In-Network prior to our visit) the insurance attempted to charge us with a maximal balance. Trutina was so helpful in speaking with the company and fighting for us in the end to ensure we were not charged the balance. We are so grateful for their follow through and cant recommend their honest business practice enough. Thank You Trutina Team!

Joy Martinez Good experience but my Gosh, the guy working the front desk in the front on Aug 28th around 1pm. He was helping a younger lady with the name Megan. He called her up just fine. She then gets called by a different banker. He said “I’m helping her, just drop her back in the queue.” Then another banker calls Megan. He glares at the banker. The banker goes “did you grab her?” He says with the rudest tone “yes”. How are they supposed to know? Meanwhile my grandmother is standing up because she doesn’t have her card and didn’t know she could still use the kiosk. He says “ma’am you need to check in at the kiosk and wait your turn” so rude? But anyways. Next banker calls a different persons name. Nobody comes up. The rude guy yells “just grab whoever is first! Jesus Christ!” Across the whole building. I watched him be rude to 3 people in the span of 5 minutes and stopped paying attention after my grandmother got called. It was ridiculous. Quit if you don’t like your job or can’t be nice to people, especially the poor coworkers. It’s embarrassing to them you speak that way to them but more embarrassing you behave that way as an adult. Idk who he was but I believe his last name started with an R from afar. Has to be a hostile work environment with this guy.

Jeff Garlock Glenn, Kari, and the team provided a comprehensive financial analysis and developed a plan for our retirement that we can feel comfortable for which to follow. He provided the information we needed in a format that was easy to understand, and was able to answer all of our questions. This gave us the confidence to proceed with our plans to retire, knowing there was a clear path to financial stability.

Jacob Severson Very helpful and great communication highly recommend!

Dave Sharp Erika is the most amazing. She was incredibly helpful answering all of our questions with detail and step by step directions. 10/10 would visit again