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  • Our Bird’s-eye View

    Keep up to date with our latest news and developments by following our blog.
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  • Happenings

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  • Invest with vision

    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.
  • SRI

    We are knowledgeable about sustainable and impact investing and can recommend investment vehicles that are in line with your values.
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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. We are excited by the sustainable investment space and can recommend investment vehicles that reflect your objectives.

    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.

    Make an informed choice. Check out our people and KMS at BrockerCheck by FINRA.
  • Retirement

    Are you concerned about retirement? Do you have questions about social security? Whether you plan on retiring in 15 years or you want to retire right now, we specialize in helping clients realize their retirement goals and helping them understand their social security.

    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, Snohomish, Marysville, Arlington, Whidbey Island, Anacortes and more.