Ignite Financial Planning, LLC - Seattle (WA)

5 /5 Josh Hartmann: I thought I had my finances figured out but decided to take a meeting with Riley after a friend referred me over. Our first couple conversations were definitely eye opening! You really dont know what you dont know. I tend to get caught up in headlines around when to buy and sell so its nice having a professional who can manage my investments with a disciplined strategy and reliable index funds. I also was missing out on some big tax benefits that should help with saving for a home big time. Now Im regretting waiting this long to use a CFP but better late than never. I was as skeptical as anyone but trust me, take an initial appointment, youll only benefit.

5 /5 J & B Clark: Weve been working with Riley since 2020. Hes helped us to get a clear picture of where we are financially and how to get to our various goals (from home buying - which we accomplished, to retirement). Hes always super responsive when we have questions that come up about things like insurance changes, etc. Hes very calm and balanced in his advice. Working with someone who is fee for service (instead of "free" financial planners - no such thing as free!) will prevent you from getting burned by someone who is making a commission from everything they sell to you (this happened to us before we started working with Riley). Its an investment, but has proven to pay off.