John G. Roeller, CFP®



1455 NW Leary Way, Suite 400
Seattle, WA 98107


(206) 457-5745


(206) 466-5531

Financial Planning

Are you on track to reach your financial goals? The answer to this rather simple question can get buried under stacks of financial statements or lost in a haze from on-line calculators. Working together, we can construct a comprehensive assessment of your financial situation that is designed help you:

  • See your entire financial picture on a single page
  • Stay on track toward your retirement goals
  • Build a plan to pay for your children's education
  • Discover new ways to simplify your finances

Financial planning can provide an organized, detailed look at your finances and help you feel more confident about your financial future.

Please click here to see a sample plan and contact my office to schedule a free financial consultation.