Kurt Heineman

Candidate for CFP® Certification

Vision Casting Financial Planning, LLC

Financial Planner

Kurt Heineman

Candidate for CFP® Certification

Vision Casting Financial Planning, LLC

Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Kurt Heineman, Candidate for CFP® Certification

509-795-1718

Fee-Only financial planner located in Spokane, WA, serving clients locally and across the country

Meet Kurt Heineman

Hi, my name is Kurt I am the owner of Vision Casting Financial Planning, LLC. What's most important to me as a financial planner is that I lead you through a process to understand your values and goals and then allow those values and goals to determine your financial plan.

Kurt Heineman is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Contact Kurt Heineman

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Office Locations:

  • 1124 W Riverside Ave
    Suite 305
    Spokane, WA 99201

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