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FAQs

Frequently asked questions

How do I find the office?

Spokane Office

1212 N Washington St Suite 220 Spokane, WA 99201

We are located at the Rock Pointe Corporate Center at the corner of Boone Avenue and Washington Street. Our office building, Rock Pointe One, is the middle of three that are at the complex. Both the building name and street address are clearly posted above the main entry. You will find us on the second floor, just up the stairs (or elevator) and to your left.

Kirkland Office

11335 NE 122nd Way Suite 105 Kirkland, WA 98034

We are located at the intersection of 113th Ave NE and NE 122nd Way. Visitor parking is free amply available. The street address - 11335 - is clearly posted above the main entrance to the building.

What does CFP® stand for and why is it important?

CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

To learn more about the CFP® certification, visit here: https://www.letsmakeaplan.org

Is Quantum a fiduciary and why is that important?

Quantum and its financial planners accept a fiduciary duty, which means we are committed to acting in your best interests at all times when providing financial advice and financial planning.

How does Quantum help protect my identity?

Protection of personal information is more important today than ever before. To combat the threat of identity theft and fraud, we work with technology experts on an ongoing basis to keep our data and programs secure. Furthermore, we follow a strict set of policies that cover security measures ranging from office safety protocols to the monitoring of client account transactions.

Do you have an option for meeting virtually?

Quantum has been utilizing digital meetings for years as we serve clients who live in all corners of the United States. We are able to meet by whatever means are most convenient for you.

How do I know if I am a good fit?

Quantum’s services are designed specifically for individuals approaching and in retirement. We do serve some individuals with other financial planning concerns, but the majority of our services surround the needs of this demographic.

Is there a cost for the first meeting?

We never charge for the first meeting, which we consider our Insight Meeting. This is a time for you to ask questions and consider whether Quantum is best suited to meet your financial planning needs.

How does Quantum get paid?

Quantum Financial Planning Services, Inc. is a fee-only Registered Investment Advisor. Practically, we get paid in two manners. First, a one-time flat fee for financial planning. Second, as a percentage of assets under management for portfolios that we manage on behalf of our clients.

We do NOT accept any investment commissions.

What is Quantum’s investment philosophy?

At Quantum we take a long-term investment perspective. In practice, this means we systematically rebalance portfolios, and manage each client’s portfolio based on objectives and risk to achieve his/her long-term goals while striving to keep investment costs low. We believe that investment performance is attributed to asset allocation over security selection.

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1212 N. Washington St., Suite 220
Spokane, WA 99201
P: 509-328-6653
F: 509-328-1469
quantumteam@quantumplanning.com

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Quantum Financial Planning, Inc. is a Registered Investment Advisor

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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