All Posts by

Kelly Keydel, CFP®, MBA, CDFA®

Kelly is a managing director and advisor in our Seattle office.
integrated business plan

Why Business Owners Need an Integrated Business Plan to Manage Their Finances

Business owners spend years building their business into something that not only represents their passion and interests, but also is ...

long term care

4 Common Questions About Long-Term Care

A client of mine has been dealing with her aging father and his cognitive decline over the past few years. ...


Retirement Checklist: Planning Today for the Tomorrow You Deserve

 “Planning is bringing the future into the present so that you can do something about it now.”  – Alan Lakein ...