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180 Day Reminder
Contact us
You're all set for now!
We'll reach out in a few months
so we can get started with your plan.
Do you have a quick question and need an answer today?
Feel free to call or email anytime. We want to help.
Here's what to expect...
We’ll start with
a conversation.
We'll take the time to hear more about your financial life, understand your needs, and learn about your goals.
Assemble your financial plan.
You and your advisor will go into detail about your financial picture, and work together to build a unique plan.
Build a risk
assessment.
We'll help you pinpoint potential risks and provide expert guidance on safeguarding your future.
Put your money
to work for you!
With a strong foundation, we'll get you invested, and keep meeting to keep up with life and market changes.
We can help you achieve your life goals
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Asset management tailored to your unique needs
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​Risk Alignment to help you invest & sleep at night
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​Personalized service and dedicated investment advisors​​
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Access to financial planning resources covering retirement account strategies, Social Security, Medicare, estate planning, debt management, and so much more
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A fiduciary duty to always put clients’ interests first—and one simple, transparent fee that means we only do better when you do better!​
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Colmina, LLC is a registered investment adviser located in Seattle, Washington. Colmina and its representatives are in compliance with the current filing requirements imposed upon federal and state registered investment advisers by those states in which Colmina maintains clients. Colmina may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
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