I look at your finances with a holistic perspective
I’m focused on helping couples and families in their 30’s & 40’s be intentional about their finances and moving toward what’s possible in life.
I look at all aspects in extensive detail, to make sure I understand your financial needs. Additionally, I have an extensive network with resources and referrals in all areas of life that will fill in where I can’t help to make sure you are covered; including the traditional – attorneys and CPAs but also mortgage brokers, doulas, and more!
I am a fee-only Certified Financial Planner™ Professional. I took a fiduciary oath which means, I act in your best interest and don’t sell investment or insurance products. I focus on giving you unbiased advice.
Like you, I have moved across the country, lived abroad, gone back to school while working, switched careers, juggle work and kids and continuously work on implementing and living a life that is in line with my values. I know how you feel.
I work with you to create an outcome that combines the numbers and the soft stuff (emotions & feelings) while fully engaging your heart and mind.
We will dig deep to discover your true values and priorities and ensure that they are in sync with where you want to be going.
How I can help
3 types of services to better fit your needs
Do you want to have more clarity on where and how much you are spending each month? Ever wonder how much you need to have in case of an emergency? This service offering will show you and your partner how to be on the same page when it comes to your money and how to not stress about it.
Walk away with an understanding of your current situation and a roadmap for your future. This plan will address all areas of finance including – home buying decisions, budgeting, employee benefits, career planning & salary negotiations, asset allocation & investing, insurance analysis, tax planning, estate planning, college savings and planning for financial independence/retirement. I will also give you recommendations and a list of action items and even referral information if appropriate.
We will review the plan on an annual basis and make adjustments as things change (because they always do!). I will help you implement the action items that lead you to living a life that you envisioned. I will hold you accountable through check-in meetings and be there to answer any questions that come up along the way.
I can also manage your investment accounts if you don’t want to. This is optional for ongoing comprehensive financial planning clients.
Meet Jessica Kirwin, CFP®, MBA
I focus on couples and families in their 30’s and 40’s. I know about life transitions, believe me. Career changes, moves (including cross-country and international), struggling to have kids, juggling work and family. I’ve been there. Navigating these decisions with your significant other is exciting and challenging. And they always (or should!) involve finances and those conversations can be difficult.
That’s where I come in. I’m an Issaquah, WA based fee-only financial planner serving clients on the Eastside and Seattle area and across the U.S. We work together to identify what’s truly important and then think through the next five years outlining your financial goals (of course it will change!).
It’s much easier to adjust before you sign the deed to your dream home (that might stretch you financially) instead of after the fact. Knowing that there’s flexibility in the plan to adjust to things that come up gives you the chance to create possibilities. Possibilities to find work that is meaningful, spend more time with your family or take a sabbatical to explore new things.