©2019 Juetten Personal Financial Planning LLC. All rights reserved. Juetten Personal Financial Planning, LLC is a registered investment adviser in the states of Washington, California, and Texas. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. The right to download, store and/or output any material on this Web site is granted for viewing use only. Material may not be reproduced in any form without the express written permission of Steve Juetten, CFP®. Reproduction or editing by any means, mechanical or electronic, in whole are in part, without the express written permission of Steve Juetten CFP® is strictly prohibited. Please read our Disclaimer and Privacy Policy.

Fee &

Services

We are Fee-Only, this means we do not receive commissions, kick-backs or financial incentives for our recommendations. We believe in transparency and trust that's why our fee is easy to understand and nothing is hidden. If you decide to move forward with us, the first year of planning is a time for us to begin planning and implementing your financial future. The services below cover the majority of topics that we will discuss. Of course things may come up that are not on the list. Remember that we are holistic planners and our goal is to ensure your questions are answered and needs are met. After the first year, our planning is centered around keeping you on task, helping with transitions such as a new home, or addition to the family and as a source of knowledge you can trust and rely on.

* Portfolio fee is not incurred on outside held accounts such as insurance products, 401(k) or 403(b). 

After the first year ongoing support will be provided as follows. 

* Portfolio fee is not incurred on outside held accounts such as insurance products, 401(k) or 403(b).