Spencer Financial Planning
Empowering you through financial health
We specialize in helping
Financial Health. It’s what we do.
Are you wondering…
When can I retire?
What do I do with my investments?
Will my money last through retirement?
How can I pay less tax?
Am I saving enough?
Where do I start?
How do I budget?
Why is this all so stressful?
How do I know if I’ll be alright if the unexpected happens?
Does my financial advisor even know my name?
The things in life that feel hard and unmanageable. All of these are pieces of your Financial Health. And if your Financial Health is off, most likely that is affecting the rest of your health too. That’s where we come in. Let us help align the financial portion of your health, so you can have peace of mind and enjoy life.
We want that for you. Let us help.
Financial stability
Retirement planning
Budgeting
Investing
Insurance coverage
Tax savings
Who We Work With
Who do we work best with?
Financial Services Associate/Retiree
At least 5-10 years in the industry
Upper management/supervisory equivalent position
Approx. 45 years old or older
At least $1.5 million in investments
Salt-of-the-Earth Millionaire
Honest, simple, hard-working people
At least $1.5 million in investments
Preferably located in the Spokane, WA area
How can we help?
Have you ever asked any of these 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, tax-focused financial planning firm, our focus is on helping our clients on this journey.
And we are currently accepting new clients.
Let us help you.
AS SEEN IN
Services
Comprehensive Financial Planning
A holistic review of your personal finances and investments, covering all applicable areas of the Circle of Financial Health over time.
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 Associate 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.
Organizations & Partnerships
