A Fee-Only Fiduciary Financial Advisor
Personalized Financial Planning for Individuals and Families who want clear guidance, smarter investing, and a confident retirement.
Hourly Rate and Flat Fee Services
Asset Management available
Based in Anacortes, WA, serving local clients in Northwest Washington State and virtual clients nationwide.
As a Registered Investment Advisor (RIA), we offer Asset Management at an affordable flat-fee.
MSFP - Master of Science in Financial Planning
ChFC® Chartered Financial Consultant
RICP® Retirement Income Certified Professional
Every Move Counts.
We empower clients to make informed decisions and achieve their goals!
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.
Transparent Fees
Comprehensive Financial Plans that provide an affordable solution to clients:
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$400/hour not to exceed a fee of $8,000
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Billed based on actual hours worked
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
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Billed based on actual hours worked
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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With assets greater than $5,000,000 price is based upon mutual agreement.
Special Project requests are billed at an hourly rate of $400
What We Do.
We Educate Clients to Make Informed Decisions.
Expert Fiduciary Financial Advise
Kyle Rash, MSFP, ChFC®, RICP®, has the passion and expertise to help you achieve your goals.
Determine Your Goals
...and the Plan to Achieve Them
-Planning is made to Achieve Goals!
-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.
Who We Serve
Code of Ethics
Do the Right Thing. At the Right Time. For the Right Reasons.
We strive to cultivate an environment of trust and confidence where you can pursue your financial goals with certainty and peace of mind. We are committed to a singular principle: 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.
As your advisor, we understand the immense trust you place in us with your personal information. We hold ourselves to the highest ethical standards and professional conduct, exceeding the minimum requirements of applicable laws and regulations. Our Code of Ethics is a cornerstone of this commitment, dictating the principles guiding every interaction and decision.
