Gain Financial Clarity & Peace of Mind
For high-income earners, financial planning goes far beyond retirement projections.
For high-income earners, financial planning goes far beyond retirement projections.
We act as a strategic partner to help you optimize every area of your financial life—from proactive tax planning and equity compensation to investment strategy, risk management, and estate planning.
We'll design a comprehensive, forward-thinking plan that aligns your wealth with your goals—so you can grow, protect, and enjoy what you’ve built.
Below, you will find a description of the financial planning journey, as well as examples of possible topics that financial planning may cover.
Since everyone is unique and different, why would we give you advice without getting to know you first!
We will meet (virtually or in-person) to discuss where you are now, where you want to go, and help you uncover what’s truly important in your life.
We’ll gather all the relevant and necessary information needed to make an informed comprehensive plan. As your trusted guide, we have to understand your current situation and where you want to go. The more you let us into your life, the more you will get out of our time together.
We will analyze and evaluate your current financial situation, and assess your strengths, weaknesses, opportunities, and threats (S.W.O.T. analysis).
We’ll present to you a living and breathing plan with recommendations on how you can become a boss of your financial life. Living and breathing you say? By this we mean that as your life and priorities change, your financial plan should change with you.
We will help you implement these recommendations and be your accountability partner.
Establish your own relationship with a CFP® who will get to know you and your unique situation. They will work with you to design a financial life plan using the process mentioned in the financial planning journey above. Because you’ll have a continuous relationship with someone who knows YOU, you won’t have to start from scratch every time you need some guidance or assistance.
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Additional Info: This service is charged in the form of a subscription that ranges based on your determined net worth. Since we are confident our ability to deliver true value, there is no required length of contract. We want to earn your business and provide you with the value you deserve. If you would like to know your personalized rate, please Contact Us.
Do you have more than $750,000 worth of investable assets that you’d like us to manage for you? If so, you may qualify to receive our comprehensive financial planning services at no additional cost. Simply refer to our Wealth Management services for more information on pricing.
*Depending on your payment plan, there may be an up-front fee to cover the first 90-days. There are situations where this fee may be waived or reduced.
For those not yet ready to establish an ongoing relationship with a Certified Financial Planner™ but still want professional guidance around what they can do NOW to optimize their finances. Your dedicated CFP® will work with you to design a financial life plan that you can execute today.
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One Day LLC
hello@onedayadvice.com
(425) 243-7020
One Day LLC (dba: One Day Advice) is a registered investment adviser in the State of WA, providing investment advisory and financial planning services. The adviser may not transact business instates where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction insecurities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. The information provided on this website is for informational purposes only and does not constitute financial, legal, or tax advice. All content on this site is provided "as is" without any warranties, express or implied.