The Leverage Planner Program is a unique process designed to increase the wealth of a client through the holistic balancing and ongoing management of their assets, liabilities, and defensive risk-management instruments (insurance and the like.) Our program begins with an in-depth personal conversation between an advisor and their client to uncover the client’s relationship between [...]
Our initial meeting will be entirely to get to know YOU so we can determine how (and if) there is sufficient benefit to you by working with us. In this meeting we will generally cover the following topics; What are the most immediate issues on your mind? What is your family and home situation? What [...]
DOCUMENTATION TO PROCEED AFTER INITIAL MEETING: Should you decide to proceed, we will need to gather various financial documents from you to build your client profile, and analyze the specific details of various financial accounts or products you may have already. You may bring these items along with you to the initial meeting, or afterwards, [...]
…Says It all Click below to read what our clients have to say about David Donhoff, the Leverage Planners and No Bull Financial team.
Toward Fiscal Fitness: A Critical Examination of “Free” Credit Scores The “free” credit score is a myth. Your report is indeed free—you’re entitled to one from each of the three major credit bureaus each year, through AnnualCreditReport.com—but your score is not, even though it’s often advertised as such. The only time you’ll receive a “free” [...]
413 14th Ave W Kirkland, WA 98033 425-223-4520 Phone 206-666-3078 Fax View Larger Map