Skip to main content
menu
  • Home
  • About
    • Our Team
    • Our Process
    • Our Mission Statement
    • Who We Serve
  • Our Services
    • Financial Services
    • Investment Planning
    • Retirement Planning
  • Resources
    • Blog
    • Financial Calculators
    • Useful Links
    • Navigating WA State Retirement
    • What We Do for Teachers
  • Locations
  • Client Login
  • Career Opportunities

Blog

Two yellow balloons with smiley faces on them
Kristen Peterson | Jun 10, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
Read More
default blog image
Kristen Peterson | May 24, 2022

Video: How to Pay Off Your Debt

Finance

*This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. The opinions expressed in this

Read More
Two people having a picnic by a lake
Kristen Peterson | May 24, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
Read More
Two men sitting at a table and having a conversation
Kristen Peterson | May 10, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
Read More
Elderly woman doing yoga in a park
Kristen Peterson | Apr 10, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
Read More
Hands holding a small wrapped present
Kristen Peterson | Mar 10, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
Read More
Professionally dressed man and woman looking at a tablet
Kristen Peterson | Feb 10, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.
Kristen Peterson | Jan 10, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
Read More
Kristen Peterson | Jan 4, 2022

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
Read More
Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Kristen Peterson | Oct 5, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
Read More
Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Kristen Peterson | Oct 5, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
Read More
default blog image
Kristen Peterson | Aug 31, 2021

Video: Why Financial Professionals are Still Important

Finance

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or

Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Page 4
  • Current page 5
  • Page 6
  • Next page Next ›
  • Last page Last »

Spokane Office

1212 N. Washington St., Suite 116
Spokane, WA 99201

Office: (509) 342-7788
Fax: (509) 342-7789
 

Wenatchee Office

667 Grant Road, Suite 1
East Wenatchee, WA 98802

Office: (509) 663-7526
Toll Free: (800) 456-1370
Fax: (509) 662-5579
Email: askfinancialalt@finaltllc.com

 

Get in Touch

Financial Alternatives works closely with the below organizations.
Financial Alternatives is not endorsed by, affiliated with, or otherwise acting on behalf of these districts.

Advisory services are offered through CS Planning Corp., an SEC Registered Investment Adviser. CS Planning, Corp. DBA Financial Alternatives has entered into a formal Affinity Group Marketing Program with North Central Educational Services District (“NCESD”), and Educational Service District 123 (“ESD 123”) to provide financial literacy education and individual financial planning to NCESD and ESD 123 Member Districts (“Members”) and its employees. Program services are offered at no additional cost to Members as a result of this arrangement.

Securities and advisory services are also offered through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6267 Carpinteria Ave., Carpinteria, CA 93013 (800) 874-6910. PlanMember Securities Corporation is under separate ownership from any other named entity.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

© Financial Alternatives. All rights reserved.

Privacy Disclosure | Terms of Use | Order Routing | Margin Account Disclosure | Compensation Disclosure | CCPA Request  Link | Client Relationship Summary Form (CRS)

© 2026 Financial Alternatives. All rights reserved.