Chair Six Financial Planning, PLLC is a registered investment adviser and CPA firm with one very important mission – to facilitate financial stewardship through the design and implementation of appropriate financial strategies.
We believe that personal financial planning is one of the most important services that successful people use to create an extraordinary career and personal life. As trusted advisors, we expect to develop personal relationships with our clients that last a lifetime.
We are fee-only personal financial planners not affiliated with any other company. We receive no commissions and do not sell any financial products, allowing us to maintain our fiduciary duty to offer independent, objective advice in the best interest of our clients. We are compensated by retainer fees or hourly project fees rather than asset under management (AUM) fees.
We embrace a “hands-on” approach to personal financial planning that encourage our clients to be actively engaged in the planning process. During the first year, we work and brainstorm alongside our clients over several meetings to determine what they want to happen in their lives. Through education and understanding, our clients have the confidence they need to make their financial dreams a reality. We also meet with our clients’ other advisors and professionals, when appropriate, to ensure a well-integrated, holistic plan.
Our personal financial planners are CPAs with considerable financial planning knowledge and experience. We regularly attend professional conferences and workshops so we are always up-to-date with the latest planning techniques and tax law.
Jeff founded Chair Six Financial Planning, PLLC to incorporate his passion for personal financial planning and investment advisory services with his background in tax planning and preparation. Prior to establishing the firm in 2015, Jeff was a CPA at a Spokane CPA firm serving small business and high net worth individuals.
Jeff graduated from Gonzaga University in 2004 with dual degrees in Arts (Italian studies) and Business Administration (finance concentration). In 2007, he earned a Master of Accountancy degree from Gonzaga University.
In his free time, Jeff enjoys mountain biking in the summer, skiing and snowboarding in the winter, and spending time with his nieces and nephews all year round.
Jeff is a member of the Washington State Society of Certified Public Accountants, the American Institute of Certified Public Accountants, the Spokane Estate Planning Council, and the Financial Planning Association.