Laurie Klein and Brian Gawthrop Launch New Financial Firm in Bellevue

Two fee-only Certified Financial Planner™ professionals with decades of experience and credentials have joined forces to debut their own Bellevue firm – Kaizen Financial Advisors (www.kaizenfa.com.)

Laurie Klein, of Woodinville, and Brian Gawthrop, of Kirkland, are financial planning professionals who are committed to guiding others to continually improve their financial lives.

“Never before has the need for thoughtful and deliberate financial advice been more urgent or necessary, given the ongoing uneasiness about our slowly recovering economy,” Klein says.  “As clients work through our process, we can be a trusted voice to help them make wise choices that fulfill their dreams.”

Both Klein and Gawthrop enjoy getting to know their clients well and providing results fueled by powerful tools.  Among the elements that set Kaizen FA apart from other firms is the company’s commitment to and talent for embracing and leveraging technology systems to deliver timely reports, make tactical changes, and provide impactful counsel to clients. “In a quickly changing environment, it is essential that we deliver our advice with speed and accuracy as we guide clients to feel confident along their journeys toward wealth creation and wealth preservation,” Gawthrop said.

In addition the firm’s online client portal/account management dashboard offers clients secure access to their accounts and the ability to safely share sensitive documents with the firm while reinforcing the firm’s commitment to operate in an eco-friendly way.

To begin the year on solid financial footing, Klein and Gawthrop recommend that people take stock about how they can:

• Buy off the tax man now - don’t pay unnecessary and excessive tax.
• Avoid big money mistakes.
• Carve out your cash reserve and energize your emergency funds.
• Protect the golden goose.
• Review your investment mix.
• Know your number and craft an exit strategy.

Those seeking more information are invited to connect visit the website at www.kaizenfa.com  to schedule a complimentary session with Klein or Gawthrop.

Got an announcement of your own? Did your company give a promotion to a valued employee? Did your kid make her college honor roll? Is your organization giving away a scholarship? It's easy to post: registered users can click here to start posting your announcement to Bellevue Patch.