Welcome

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Diane Jochimsen, MS, CFP®
White Raven Financial Services
10404 124th ST NE
Arlington WA 98223-4935
360.653.0198
Diane@WhiteRavenFS.com

Times are tough. Perhaps you have had a career change or you have started a new business. You might be concerned if your former retirement plan is the best fit or you might have questions about a small business retirement plan. Maybe you are worried whether your investment portfolio is properly diversified or is managed efficiently. Or there are college expenses in the future.

Financial Planning: Working with you in these tough economic times to align your financial goals with your life goals.

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

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

Our mission is to be a knowledgeable and ethical strength within the financial services field. Through education and fundamental research, we present clients and small businesses the information necessary to allow them to make informed choices to enhance their financial growth and stability.

Diane Jochimsen, MS, CFP®, Certified Financial Planner™, has a Master of Science degree from the College for Financial Planning - Denver, Colorado.

Financial News

Financial Planner

Objective advice from a independent Certified Financial Planner™ allowing you to make smart financial decisions. Diane Jochimsen is a proud member of the Financial Planning Association (FPA).

Financial Makeover

Diane Jochimsen was recently selected to participate in the Seattle Times' "Financial Makeover" series. Check out the article on the Seattle Times

Keeping Green

Keeping the community green is important to Diane Jochimsen. She is actively involved in the Arlington Garden Club.

Forest Stewardship

On their land, the Stump Farm, Diane Jochimsen and her husband Mike Conner received accreditation for the Forest Stewardship Planning class. A major portion of their acreage is now under the Forest Stewardship Program.

Make Smart Decisions

Helping to give young people the tools they need to make smart financial decisions is an investment in all our futures. Diane Jochimsen, through Partnership with Junior Achievement and as a member of the Financial Planning Association of Puget Sound, taught two classes on financial planning at Snohomish High School.

Certificate of Appreciation

A Certificate of Appreciation was awarded to Diane Jochimsen on December 7th, 2007 for her "Superior Achievement and Excellence of Performance as FPA of Puget Sound 2006-2007 Junior Achievement"