If you are interested in pursuing a relationship with us, please call us at 206-755-2298.  A no-charge informational appointment is available to those who appear to be a match for our services. Relationships are an important part of our business.  Prospective clients will have the opportunity to meet face to face with Alice Rhodes, view a sample financial plan, discuss the particulars of their situation, and ask questions about services. 

Rates for hourly services are based on $175/hour. Minimum service is 10 hours.

Here are forms that will be used in the process.  You must have Adobe Acrobat Reader in order to view and print information in this section.  A free download of this software is available at www.adobe.com

Prospective Client Data