Welcome to Conflict-free Financial Planning

I give people advice about what to do (and not do) with their money. I am a fee-only financial

planner. I refuse to earn commissions. I only want to earn your trust.

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Why does Conflict-Free Financial Planning (CFP) Spokane exist?

I spent a decade working at firms where the conflicts-of-interests became unbearable to me! You deserve unbiased advice on what to do with your money. Sadly, the business-model of most firms doesn’t allow for this.
Are you one of the Dave Ramsey Advisors in Spokane?

Heck no! Advisors pay Dave a ba-jillion dollars to participate in his referral program, then promise to sell his proprietary insurance, mortgage, and investment products! CFP is profoundly unbiased, fiercely commission-free.
Are there “Conflicts of Interest” in my Investments?

If your advisor’s card has the logo of a name-brand bank, firm, mutual fund, or insurance company, the chances are very high! They have massive quotas & commission tiers to hit.
What is the “P&L Zone” for my investments?

I help people navigate their investments to a ‘zone’ of Profit or Loss based on their Financial Plan, not a formula. All investment contains risk, but you can be a wise and fearless investor in your P&L Zone!
How do you make a living?

After a free-consultation, I charge by the hour for a Plan similar to a CPA. This is called fee-only. I charge a low, flat fee on investments, and never accept a kick-back or commission on your portfolio.

About Leanne

I founded Conflict-Free Financial Planning (CFP) after a decade of working at big investment firms where the conflicts of interests were unbearable to me. I noticed clients wanted heartfelt guidance and clear advice on what to do with their money.