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Larissa Vidal, CFP®
o (206) 234-3007
c (206) 384-8689
92 Lenora Street
Seattle, Washington 98121
Insight Financial Planning offers creative plans for people with changing lives. Gain clarity around major life decisions, find security, and grow your wealth. Larissa crafts financial plans that help you change your life, change yourself, and change the world.
Larissa brings the experience of twenty years with Merrill Lynch, serving with their top brokerage team. Since earning her Certified Financial Planner™ status in 2002, she has designed over 75 financial plans and counseled clients through market booms and corrections. As an independent fee-only planner, Larissa uses cutting-edge resources to give unbiased advice.
Larissa emphasizes action. She aims for more than the bound planning document that sits on a bookshelf. Start with a complimentary thirty-minute conversation. Next, over the course of five meetings, cover ten topics: budgeting, cash flow and savings, portfolio analysis, retirement planning, education planning, insurance and employer benefits, taxation, estate planning, debt management, and real estate. After each meeting, Larissa sends a detailed summary with her analysis and specific next steps. She works with you to execute those items. After the fifth meeting, your plan will be active.