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626 120th Avenue NE, Suite 102, Bellevue, WA 98005

(425) 453-2343
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ABOUT US

Making Finance Simple For a Clearer Future

We are a woman-owned, independent planning firm that recognizes just how complex finance can appear to those who live outside this bubble. With this in mind, it’s our priority to simplify finance through a holistic and educational approach, so you can make informed decisions with ease and assurance.

A Woman-managed Team That Supports Clients of All Backgrounds

We are a woman-owned and managed team that uses our unique perspective in the financial industry to support every client, no matter their background.

Lauree Harrison

Lauree Harrison, CFP®

Senior Financial Advisor and Designated Supervisor

(425) 453-3443

Steve Fleck

Steve Fleck

Financial Advisor

425-453-2343

Kezia Radke

Kezia Radke

Client Services Associate

Linda Crane

Linda Crane

Client Services Associate

425-453-2343

Our Core Values

Our entire practice is built on a set of core values that guide every action we take, ensuring that your needs are always prioritized.

Advocates for Financial Literacy

The financial industry is known for gatekeeping knowledge - we’re passionate about breaking those barriers down. With financial education, you will be more confident in this essential part of your life.

Competence & Knowledge

Between now and your ideal future is a plan. We seek data-driven answers to complex questions and suggest modern solutions to address every goal, challenge, and opportunity along the way.

Building Trust with Integrity

The professional relationships we build are meant to last. We take time to understand every client, building a level of trust that can only be maintained through intentional care and effort.

Diverse Perspective

We bring our unique perspective as women in the financial industry to support every client, no matter their background. Our team specializes in inclusive, adaptable and innovative financial solutions.

We Build Long-Term Relationships

The professional relationships we build are meant to last. We invest time in getting to know every client, creating a level of trust that can only be upheld with persistent care and concerted effort.

A Focus On Holistic Planning

We strive to be the general practitioners of your financial life. Our role is to help you create and sustain a comprehensive plan that moves you from where you are now to where you want to be, considering all goals, challenges, and opportunities along the way.

Working With Cascade Guided Wealth

Cetera wealth services LLC

Our affiliation with Cetera Wealth Services, LLC,  one of the premier broker-dealers in the industry, allows us to provide the resources we need to offer superior service.

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Investment Management Team

Cetera's Investment team provides independent research, helping us tailor an investment plan specifically designed for your unique needs.

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Advanced
Planning
Team

Cetera's Advanced Planning Group is one of our main resource partnerships which boasts a roster of acclaimed specialists in the legal and financial sectors.

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Who We Work With

We work with individuals and families nationwide, offering comprehensive financial strategies that help them confidently navigate life's transitions.

Get to Know Our Clients

Our Approach

We simplify finance with educational insights, enabling clients to understand their financial status and make informed decisions for their future.

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Our Team

Our experienced team of advisors will guide you through the financial landscape with integrity, always prioritizing your needs and goals. 

Meet Our Team