Quantum Financial Planning

12/24/2023

🎄✨ Wishing you a Merry Christmas filled with joy, love, and unforgettable moments with your loved ones!

At Quantum Financial Planning, we are grateful for the wonderful connections we've made throughout the year. 🏡💙 It's our privilege to support you in achieving your financial goals and building a secure future.

May the spirit of Christmas inspire prosperity, success, and financial well-being in the coming year. 🌟✨ Cheers to a season of giving, gratitude, and growth! 🎁🥂

🎉

04/29/2023

Finding a trusted and reliable financial advisor can be a daunting task, but fear not! 💪🏼💰

I've compiled a list of 5 FREE resources to help you find a financial advisor near you! 🌍🔍

From online directories to professional associations, these resources will help you make an informed decision about who to trust with your hard-earned money. 💸💼

Check out the link below for more information and start your search for the perfect financial advisor today! 💻🔗

https://www.quantumplanning.com/best-spokane-financial-advisors/

04/12/2023

Finding the right financial advisor is a critical decision that can impact the trajectory of your financial future.

I recommend interviewing a handful of financial advisors as you prepare to partner up in making some of the biggest financial decisions. Here are the top five questions to ask a financial advisor when choosing one for your specific needs:

1. Do you work with clients like me?
2. Do you offer tax planning?
3. What can I expect from your team?
4. What qualifications do you have?
5. How can I view my financial plan?

Read the blog to learn more: https://www.quantumplanning.com/questions-to-ask-your-financial-advisor/

12/05/2022

Eric Christiansen, a financial planner for nearly 30 years and a member of the Quantum Financial team, gave some advice on how to save money this holiday season on KHQ Local News this week.

https://tinyurl.com/EricChristiansenOnKHQ

Here are a few tips that won't break the bank:

▪️ Start saving now for next year
▪️ Don't put gifts and travel on credit cards because it can "always turn in and hit you and take a while to pay off"
▪️ Give the gift of experiences rather than gifts
▪️ Travel in January or February when it's less expensive
▪️ Donate instead of giving gifts

Looking for more money-managing hacks? Get in touch with our financial planning team.

SPOKANE, Wash. - We're in the winter holiday season with Thanksgiving in the rearview and Christmas just a couple of weeks away. And if you think inflation has impacted buyers'

12/01/2022

We help top-producing real estate agents build wealth on a solid financial foundation. Here are 3 Simple Ways to Boost your Financial IQ as a real estate professional:

1️⃣ Read Books on Financial Wellness
2️⃣ Listen to Finance Podcasts
3️⃣ Connect with a Financial Advisor

Swipe to learn more!

Don't have a financial advisor? Let's connect!

https://www.quantumplanning.com/contact/

11/29/2022

Why do we volunteer, donate food, or contribute to a cause? Even when there are no tangible returns, research shows that giving benefits you just as much as the recipient of your generosity! It increases happiness, creates a sense of gratitude, and even impacts you socially and physically. We're kicking off by donating to Northwest Community Center to support their Coffee 2 Career program. We firmly believe that all youth and young adults in our local community deserve an equal chance for a successful life.

The NECC is dedicated to providing at-risk youth ages 16 - 24 in the Northeast Neighborhoods of Spokane an opportunity to build their skills and self-esteem, and transition into a thriving work environment with area business partners while addressing other immediate basic needs through wrap-around services provided at the center.

To learn more about the NECC visit: https://www.necommunitycenter.com/wp/about-us/

How are you giving of yourself and your gifts today?

08/15/2022

Series I savings bonds are paying a high yield—but are they right for you? Here are the pros and cons of buying I bonds.

Series I savings bonds are paying a high yield—but are they right for you? Here are the pros and cons of buying I bonds.

07/15/2022

You have generated a successful real estate business that produces a great income—but income isn’t the same as wealth, and you need wealth. Here’s why.

You have generated a successful real estate business that produces a great income—but income isn’t the same as wealth, and you need wealth. Here’s why.

05/23/2022

Seeking a financial advisor? This article covers how advisors might charge you and the services they provide.

https://www.quantumplanning.com/how-much-does-it-cost-to-talk-to-a-financial-advisor/

Quantum Financial Planning is a Spokane financial advisor serving people getting ready to retire or in transition as well as top real estate agents.

05/20/2022

Jordan Curnutt, CFP® is interviewed for inman.com article, “15 Smart Money Management Rules to Live By”. https://www.inman.com/2022/05/19/15-smart-money-management-rules-to-live-by/

From the simple to the complex, here’s a roundup of money moves to make now to set you up for greater financial security.