White Raven Financial Services

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

Financial Planning

Your Journey

'You as a person on your life's journey' is the most important aspect of a relationship with White Raven Financial Services. Do you have a dream? When would you like to retire? Who and what are important to you? What are your questions and concerns?

Good planning to get you where you want to go. At White Raven Financial Services we listen to you, learn your objectives and understand your priorities. Then we'll develop the tools you need to help you achieve your personal and financial goals. We are stewards here to help you with your journey along life's path. Similar to other service businesses, our services are available on an hourly, as-needed or project basis. You choose the extent of the work to be performed, whether it is:

• Advice on a specific question or concern
• Ongoing coaching
• Cash flow guidance
• A complete or partial financial /retirement plan**
• Business review or retirement plan administration
• Investing
• Families with Special Needs

The office of White Raven Financial Services is located in an environment surrounded by nature which promotes well being. Take a walk around the grounds and visualize your future. Evening hours, Saturday morning and Web appointments are available upon request for those clients whose work styles prohibit day appointments.

**The process, as describe by the Certified Financial Planning Board, consists of 6 steps that allow you to articulate where you are now and what you wish for or may need in the future and what you will need to do to reach these goals. Please visit the Certified Financial Planner Board of Standards, Inc at http://www.cfp.net/learn/knowledgebase.asp?id=2 for more details.

Financial News

Financial Planner

Objective advice from an 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 in the Seattle Times

Keeping Green

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

Seattle Financial Planning Day

Diane Jochimsen recently volunteered for Seattle Financial Planning Day. Her time and expertise helped the event reach over 200 people, giving them the financial information they needed. Attendees commented: "Very worthwhile - thank you!" and "This event was awesome - Very Helpful!"

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, has been teaching financial planning at Snohomish High School for the last three years.

Certificate of Appreciation

Professional Service Award

On November 20th, 2009 the Financial Planning Association (FPA) presented Diane with the 2009 Professional Service Award in recognition of her contribution to FPA of Puget Sound and the financial planning community.