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  • Comprehensive Financial Planning and Investments

    As an investor you deserve one-on-one attention with the guidance and support you need.

    Individualized investment portfolios designed within your risk tolerance to help you meet your financial and personal goals.

    Our mission is to be a knowledgeable and ethical strength within the financial services field. By staying up-to-date with changes and trends in the industry we can continue to evolve our practice for your benefit.

    Whether you’re an individual investor or a small business, we’ll provide you with the most up-to-date information and analysis so you can make informed choices to enhance your financial growth and stability.
  • Retirement

    Are you concerned about retirement? Whether you plan on retiring in 15 years or you want to retire right now, we specialize in helping clients realize their retirement goals.

    Financial Planning: Working with you to align your financial goals with your life goals.

    We take the time to listen to your dreams, goals and values. Personalized retirement / financial plans can be developed to guide you toward a comfortable and solid financial future.

  • Our people

    Diane Jochimsen, MS, CFP®, Certified Financial Planner™


    Kris Jochimsen, Business Support Administrator
Your Local Financial Planner and Investment Advisor Representative, servicing Everett, Lake Stevens, Marysville, Arlington, Whidbey Island, Anacortes and more.