Financial Planning Division
An Office of MetLife

The Financial Planning Division, an office of MetLife, is an elite comprehensive financial planning firm spanning the Pacific Northwest region and Utah. Our commitment is to create a sense of financial security and emotional wellbeing for our clients, achieved through our unique values-based planning approach.

Our Values: Leadership, Excellence, Integrity and Sensitivity
Our Mission: To Enrich the Quality of Life of Our Clients

It is through these guiding principles and the exceptional experience we provide to our clients, that our firm has garnered national recognition from our corporate partners at MetLife and beyond.

These honors and awards include:

  • SeattleMet Magazine’s Best Places to Work,  2013
  • Financial Planning Firm of the Year,  2010
  • Financial Planning Firm of the Year,  2009
  • Good Business Practices Award,  2009
  • Financial Planning Firm of the Year,  2005
  • Financial Planning Firm of the Year,  2003

We are able to provide our clients with the appropriate blend of advice, guidance, and implementation solutions that allow them to reach their future goals. Our knowledgeable and experienced financial professionals work as advocates for our clients, collaborating with them to develop comprehensive written financial plans that preserve and protect what’s paramount in their lives.