Make Financial Decisions with Clarity & Confidence
Personalized Financial Planning for Professionals and Families who want clear guidance, smarter investing, and a confident retirement.
Hourly Rate & Flat Fee Services with Asset Management Available
-Based in Anacortes, WA, Serving Local Clients in Northwest Washington State & Virtual Clients nationwide.
As a Registered Investment Advisor (RIA), we offer Asset Management at an affordable flat-fee.
You've built wealth. Now lets make it work better.
Every Move Counts.
MSFP - Master of Science in Financial Planning
ChFC® Chartered Financial Consultant
RICP® Retirement Income Certified Professional
Transparent Fees. No Commissions.
Aligned with Your Goals.
We empower clients to make informed decisions and achieve their goals!
Comprehensive Financial Plans that provide an affordable solution to clients:
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$400/hour not to exceed $8,000
Ongoing Planning for clients who desire a continued relationship in order to maintain their plan
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$400/hour not to exceed $8,000 annually
Investment Management (includes Ongoing Planning Services)
*Fee is based on estimated annual hours of service provided to the client
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$5,000 minimum
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$7,500 for managed assets of $750,000 - $1,000,000
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$10,000 for managed assets of $1,000,000 - $5,000,000
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Fee is based upon mutual agreement with assets greater than $5,000,000
Special Projects are billed at $400/hr
What We Do.
What We Do.
Expert Fiduciary Financial Advise
Determine Your Goals
...and the Plan to Achieve Them
Kyle Rash, MSFP, ChFC®, RICP®, has passion, expertise, and experience.
-Without a plan, you only have a wish!
We help you reach financial goals tailored to your unique and specific needs.
Investment Management
We build diversified portfolios with Index Funds that align with your goals, timeline, and risk tolerance.
Tax
Planning
Identify opportunities to reduce current and future taxes.
We Empower Clients to Make Informed Decisions and Achieve Their Goals!
Comprehensive financial planning demands a keen understanding of a dynamically changing landscape. With Champion Financial Planning and founder Kyle Rash, MSFP, ChFC®, RICP®, you have a trusted fiduciary focused on long-term results and transparent advice. Together, we'll define your goals and design a plan that will navigate the complexities of your financial future.
Whether you're just starting out, raising a family, preparing for retirement, or need help managing investments, we will create a financial plan tailored to your specific needs.
Ready to make your next move? Then you need a Champion in your corner.
We Work With:
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Code of Ethics
Do the Right Thing. At the Right Time. For the Right Reasons.
We are committed to acting with utmost good faith and integrity in the best interests of each client. This commitment is not merely an aspiration but a legal and ethical duty enshrined in our fiduciary responsibility. We cultivate an environment of trust and confidence which is imperative to our relationship.
