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
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
Office Locations:
-
1124 W Riverside Ave
Suite 305
Spokane, WA 99201
