Enzo Vinholi

This complimentary one-hour session is an opportunity to sit down with a financial advisor and discuss any questions you may have around your financial situation.

Common topics include retirement timing, income planning, taxes, investment accounts, and overall financial strategy. The meeting is intended to be educational in nature and focused on helping you better understand these topics in relation to your goals.

There is no cost or obligation. Our goal is simply to provide clarity and help you better understand your options.

Meetings can be held in person at our Bellevue office (11400 SE 8th Street, Suite 460 Bellevue, WA 98004) or virtually via Zoom, depending on your preference.