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Personal Financial Planning Services in Sedro-Woolley | Flexure Group
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Personal Financial Planning

Strengthen your future.
Achieve Financial Freedom

Integrated Financial Planning

Business ownership brings a unique set of financial planning challenges, especially when it comes to navigating the line between your business and personal financial plans. This is the main reason why Flexure offers an integrated financial planning approach.

As a business owner, you have unique needs which aren’t addressed with typical financial planning and investment advice. Every personal financial planning decision must also consider the impacts on your business.

At Flexure, we work with business owners to improve their greatest asset and help build enterprise value in their business. Purposeful strategic planning is focused on growing the true driver of your wealth.

Our Service Area

Serving All Of Skagit, Whatcom and Snohomish

We proudly provide Personal Financial Planning to entire Skagit Valley, which includes (but not limited to):

  • Sedro-Woolley
  • Burlington
  • Mount Vernon
  • Anacortes
  • Bellingham
  • Smokey Point
  • Arlington
  • Marysville
  • Snohomish
  • Everett
  • Sedro-Woolley
  • Burlington
  • Mount Vernon
  • Anacortes
  • Bellingham
  • Smokey Point
  • Arlington
  • Marysville
  • Snohomish
  • Everett

Get Peace of Mind

We help you through every stage of your entrepreneurial journey.

Schedule a ConsultationSchedule a Consultation
How We're Different

Our Core Differentiators

At Flexure, we pride ourselves in our commitment to continually re-invent ourselves to ensure we bring you on-going value-added benefits that clearly set us apart.  We understand that a truly consultative approach is the best way to meet our client’s needs. By sharing our knowledge and expertise we can confidently steer your financial strategy ensures your personal and business goals are achieved.

Business Experience

Our team is experienced in all phases of business planning, personal planning for
business owners, along with accounting and finance.

Technical Expertise

Through cost accounting, Flexure offers clients an internal decision making focuses, as other accountants are external focused.

Key Insights

We offer key insights that focus on identifying and understanding your aspirations and then crafting a plan to help you succeed in achieving them.

Mentorship

We make a difference today to create positive, lasting impact for future generations.

Proactive vs Reactive

At Flexure, we believe that the financial health of your business should
always have a proactive element, rather than respond to events after they occur.

Empathy

We understand the viewpoint that comes with business ownership, allowing us to align your financial goals to meet your needs and expectations.

Work/Life Balance

We recognize there is no life/work balance for an entrepreneur, however our team works to maximize our clients productivity.

News and Resources

Our Insights