Guidance for Financial Planning

Kari Frink, CFP®

Wealth Advisor & Trust Services

LNW

Wealth management and financial planning for individuals and families, with trust services through LNW.

(206) 464-5265 (800) 475-9159 lnwadvisors.com Learn More

Tiffany Lane

Financial Professional

New York Life — Seattle General Office

Retirement planning, estate planning, downsizing guidance, and legacy protection for retirees and their families.

(206) 999-2116 (206) 888-4960 tcford@ft.newyorklife.com www.newyorklife.com Learn More

About Financial Planners

Financial planners help individuals and families build strategies for long-term financial security. For older adults navigating inherited property, trust-owned homes, or senior housing transitions, a financial planner's guidance can be essential to making sound, well-timed decisions.

Real Property Planning gives financial planners plain-language guides to share with clients, and lists a featured licensed broker and certified appraiser that planners and clients can contact directly when the real estate is part of a broader financial plan.

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Professional Disclosure

Real Property Planning is an educational and connection hub. It does not provide legal, tax, accounting, financial, brokerage, or appraisal services. Professionals referenced on this site are independently licensed and operate through their own separate businesses. Real estate brokerage services are provided by David Stein, a licensed Washington broker, through eXp Realty. Appraisal services are provided by David Stein through Stein Appraisal. Read the full disclaimer.