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Insight Financial Planning, LLC

  • www.facebook.com/insightfinancialpl...

Recommendations & Reviews

  • 92 Lenora St
    Seattle, WA 98121 (map)

About us

We break free of the conventional. Rather than telling a clients how much they need to save into an unchanging investment strategy, we ask how clients want to spend their lives. Career paths, investment environments, everything in life changes. We base our financial planning around the Buddhist Four Noble Truths, using change to our advantage. We look at investment possibilities, lifestyle, tax implications, planning for emergencies and life opportunities.

Larissa Vidal brings the experience of twenty years at Merrill Lynch, serving on The Phil Scott Team, Merrill's top-ranked brokerage group. As an independent fee-based planner, Larissa uses cutting-edge resources to give unbiased and customized advice. Earning her Certified Financial Plannerâ„¢ status in 2002, she has designed over 100 financial plans, counseled clients through market booms and corrections, and is the proud parent of a seven-year-old wonder boy.

Hours of operation

Monday9:00AM - 5:00PM
Tuesday9:00AM - 5:00PM
Wednesday9:00AM - 5:00PM
Thursday9:00AM - 5:00PM
Friday9:00AM - 5:00PM
Saturday9:00AM - 1:00PM
Sunday12:00AM - 11:00PM

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Recommendations and reviews from 1 person

  • Referral from September 15, 2014
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