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Hi, I am Kerry, and I specialize in Financial Life Planning.

Kerry L. Read, Ph.D.
Financial Life Planner 

826 6th Street S, Suite 201
Kirkland, WA 98033
Phone:
  • 425-646-8800 x104
Fax:
  • 425-828-0589

I specialize in financial LIFE planning.

Hi! I am Kerry Read.

Let's work on financial life planning that feels good!

Why does it feel good?... Because it's all about YOU!

Whether you like travel, games, or shoes, it’s my job to help you overcome any guilt or fear about your hobbies or interests, and then create a plan to find balance in your life - whatever your situation is.

No judgments!

What is Financial Life Planning?

I give financial advice grounded in a deep understanding of who you are and what you want today, tomorrow and beyond...even when you aren't with us anymore.

What I do

As a Financial Life Planner, I help you create real strategies to fund your life and professional goals, track your success over the long term and of course make adjustments as you change. Financial Life Planning is not just about saving money. We will cover every question and topic that is relevant for YOU.

HOW I do it

To recommend the appropriate strategy and tactics I need to know all about you. Then I will deliver a fact-based financial plan that covers your specific situation and goals. Most importantly, I will hold you accountable. All of my financial plans include a list of actions, owners, and target dates.

When will we part ways?

If everything goes well and we click…never! A Financial Life Plan is a long-term commitment, not a transaction. I am committed to your success and happiness forever, not just for a month or two. I am looking for clients who want a real partner in their financial lives.

Who needs Financial Life Planning?

There are several reasons why you might need to see a Financial Life Planner. I grouped some of them below, but this list is not exhaustive.

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Work-Life Balance

Have you always wanted to start your own business? Have you thought about cutting down on the hours and stress in your work life? Do you want more time and money for family, hobbies, or travel? I can help you visualize what you want and how to get there. We will map out these goals and find a financial plan that works for YOU, and I will hold you accountable for taking action.

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Starting a Family

Are you getting married or thinking about having kids? I can figure out a strategy to fund your wedding and honeymoon, save for your children's education, and protect your family in case something happens to you in the future, all while paying for student loans and helping you budget. I will minimize the work and pain that comes with tracking your everyday expenses and toward meeting your goals.

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Investing

I will work with you to get clear on how you are invested right now, how much money you need to save and in which accounts, and what strategy will help you toward meeting your goals. I can help you minimize taxes both now and after you become financially independent, and get you invested in ways that are consistent with your values...No matter what the shrieking headlines say.

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Big Life Changes

Are you dealing with a job relocation, divorce, disability, death, or other unexpected change in your life? Are you just starting your first job and not sure how to set up your financial life in line with your new salary and old expenses? I can help you manage these difficult transitions gracefully and intentionally, so you are in control of your future, your time, and your life.

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Financial Independence

I can help you make sure you have enough savings to cover health care costs and other expenses after you stop working, so you don’t have to worry about outliving your money. I can figure out the best combination of Social Security, pensions, and investments to support you for the rest of your life, and to protect you and your assets from the high cost of long-term care services as you age.

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Your Legacy

Do you want to make sure your last wishes are respected? Would you prefer to keep your financial affairs private after you are gone? Do you want to leave a legacy for your loved ones and/or a cause you support? I can get you ready to meet with your attorney to save you time and money on this process. I will also make sure your estate plan is consistent with the rest of your financial life plan so there are no unpleasant surprises.

None of these scenarios ring a bell?

I offer a complimentary, one-hour consultation so we can discuss your situation in detail and decide if my services are a good match for your needs.

 
 

How Much Does It Cost?

Financial Life Plan

For Singles

request quote

  • RATE INCLUDES
  • Financial Independence & Retirement Analysis
  • Investment Analysis
  • Wealth Management Plan
  • Accountability
  • Ongoing Reviews
  • Consultation on YOUR Specific Questions

Financial Life Plan

For Couples and Families

request quote

  • RATE INCLUDES
  • Financial Independence & Retirement Analysis
  • Investment Analysis
  • Wealth Management Plan
  • Accountability
  • Ongoing Reviews
  • Consultation on YOUR Specific Questions

*I charge a flat fee for my Financial Life Plans, unless you or your family have multiple rental properties in a variety of US and/or international locations, hard-to-value assets in the US or other countries, a complex corporate structure and/or complicated ownership structure of business or trust investments, etc. Don't hesitate to contact me if you have any doubts about the complexity of your situation.


Questions About Cost?

If you would like to discuss how I charge for my services, we can talk about it in detail during a complimentary, one-hour consultation.

Free Consultation

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