Emily Wood, CFP^®

How do I help our clients live a richer life?
I understand that each client’s financial plan is different, and I work to ensure that the plans we create help our clients live a richer life. I help monitor and analyze our clients’ plans so that they are the best for each individual’s life and goals. I am proud to be part of a company that believes financial wellness extends beyond money into the health, hobbies, and dreams of our clients.

How do I align my time and money with my values and passions to Live a Richer Life?
I align my resources with my values and passions by spending my time outdoors – either in my backyard garden or on the hiking trails and ski slopes of the PNW. When the outdoors are rained out, I love trying new restaurants or enjoying a home-cooked meal with a glass of wine.