Spencer Financial Planning
Empowering you through
financial health
We specialize in helping
AS SEEN IN
Have you ever asked any of the above questions?
Don’t worry, you’re not alone. Money can be confusing and stressful.
But it doesn’t have to be.
When it comes to finances, well that’s kinda our thing.
We’d love to come alongside you and help you improve your financial health. To help you go from fearful to assured. From being confused to having a plan.
As a fee-only, fiduciary, boutique, tax-focused financial planning firm, our focus is on helping our clients on this journey.
Want help?
Services
Comprehensive Financial Planning
A holistic review of your personal finances and investments. It can be a short-term engagement of 4-6 months, or an ongoing engagement.
Financial Check-Up
One-time analysis of your finances covering several foundational areas. Perfect for those who don’t want or need the full Comprehensive service.
Jump Start Call
One-time call with advice on a limited topic. Perfect for those who don’t need, or can’t afford, other more in-depth services.
See our Services & Fees page for a full description of our offerings.
Case Studies with Typical Clients
Patricia:
Financial Services Employee About to Retire
Tom & Donna:
Recent Retirees
Kayla & Josh:
Young Parents
Meet Keith
Keith Spencer, CFP®
Hi, I’m Keith. I’m the guy you’ll be working with if you decide to become a client of Spencer Financial Planning. I’d love to have a conversation with you about your finances, but in the meantime, click below if you’d like to know more about me.
Keith Spencer is a Spokane, WA fee-only financial planner serving clients in Washington, California, and nationwide. Spencer Financial Planning, LLC provides comprehensive financial planning, investment management, and project-based financial analysis to empower clients through financial health. As a fee-only, fiduciary, and independent financial advisor, Keith Spencer is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
