Business Owners, Executives, and Professionals
Quote of Action
“We cannot solve our problems with the same thinking we used when we created them. ” ~ Albert Einstein
CFP®, AEP®, EA
CERTIFIED FINANCIAL PLANNER™,
Accredited Estate Planner®,
Fee-Only Financial Planner for Business Owners, Executives, Professionals and Individuals
Zion Financial Planning provides true value and goal-based comprehensive financial planning and wealth management for business owners, executives, and professionals. Our clients operate a business or have worked at professional companies. While most of our clients are located in greater Seattle, WA, including Seattle, Bellevue, Redmond, Everett etc., we also work with clients nationwide.
Our goal is to alleviate our clients’ financial anxieties and uncertainties so that they can focus their time and energy on more enjoyable aspects of their life. We collaborate with our clients to quantify their goals, analyze their current financial situation, and create a reasonable financial plan consistent with their goals and values. We also create and manage well-diversified, low-cost, tax-efficient, and risk-appropriate asset allocation portfolios for our clients.
Zion Financial Planning is a fee-only firm, which means that all fees are transparent, fully disclosed and paid directly to us by our clients. We do not sell investments, insurance, or other commission-based products and neither do we receive any commissions. We believe that this fee-only structure allows us to have a more collaborative relationship with our clients because it reduces the possible potential conflicts of interest.
Please take a few minutes to learn who we are, what we offer and determine whether partnering in a relationship together will be beneficial to you. If so, we would love hearing from you.
Interested in working together with Wen-Liang Huang at Zion Financial Planning? Awesome. Let’s start from here: Schedule a call or meeting with Wen-Liang Huang, our Principal Financial Planner.
Read FORM ADV PART 2A & 2B — Disclosure Brochure and Supervised Person Brochure.