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Clarity

Confidence

Progress

Let's Build your Financial Future Together!
The Planner's Edge Team

At The Planner’s Edge®, we organize and simplify your financial life for clarity, we transform your complexities into clear, actionable strategies that provide confidence, and we regularly review and measure your progress.

Based in the Seattle area and serving the Pacific Northwest and beyond, our team locally or remotely, can guide your financial journey with strategies and outcomes aligned to your goals and objectives, delivering peace of mind into the future.

The Serious Money ApproachTM

We specialize in managing your serious money seriously. Your serious money is the money that you will need to fund a lifestyle that you can’t outlive, as well as the money that can improve the lives of your children, grandchildren, or favored organizations.

Three Foundational Principles:

Faith in the Future

we don’t know how a problem will get solved but we have faith that, as always, it will get solved
There is always a problem du jour. A problem is typically hyped by media beyond its actual importance for a short period of time before it is replaced with the next problem du jour. The fact that we cannot envision how the current problem will be solved doesn’t bother us. The Serious Money Approach looks to our capital markets to solve economic problems; our checks and balances to solve governmental problems; our elections to solve political problems; and our mutual self-interest to maintain our incentives.

Patience

we don’t know when a problem will get solved but we believe over time that it will
Just as we may not be able to envision a solution we may not be able to know when a solution will appear. Human nature prefers to have a timeline, but our Serious Money Approach encourages us to be patient.

Discipline

we try to do what has always worked and avoid what hasn’t
Faced with a new problem the temptation is to do something new and different. Our Serious Money Approach is instead to do what has always worked and avoid the "new and different" that may or may not work.

The Serious Money Confidence Quiz

Here is an exercise to help you assess your confidence level right now. There are no right or wrong answers, just your truth. Remember, all progress begins with acknowledging the truth. You will begin to know from your answers whether you want help, whether you want help from us, and whether now is the right time.
Take The Serious Money Confidence Quiz

Our Commitment

The Planner's Edge Team
At The Planner’s Edge®, our team brings decades of experience, a deep commitment to integrity, and a shared passion for helping clients achieve financial clarity and confidence. We believe in a personalized, client-first approach that focuses on building trust and providing sound financial guidance. Our philosophy is simple: as fiduciaries, we do what’s right for you, always. Whether simplifying complex financial situations, guiding you through major life decisions, or planning for the future, our team is here to help you feel confident, secure, and empowered every step of the way.
Learn more about our team

Our Planning and Investment Services

Financial Planning

We offer personalized financial planning to address all aspects of your financial life, including retirement, tax optimization, estate planning, and cash flow management. Together we will develop and follow a clear roadmap that simplifies complex financial decisions.
Learn more
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Investment Management

We manage your serious money with discipline, utilizing our time-tested investment strategies to help you achieve your long-term financial goals. We align your investments with your life objectives, build long-term portfolios, and remain committed during challenging times.
Learn more

Let's Build your Financial Future Together!

Trust The Planner’s Edge team to help your financial life find clarity, confidence, and progress. We invite you to contact us, today!

Get in touch
Our Office

2737 78th Ave SE
Mercer Island, WA 98040

Contact Us

206-232-4500
800-735-7302

info@theplannersedge.com

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