STRIVE TO GO BEYOND YOUR
FINANCIAL GOALS
AND DREAMS!
Guidance for the road ahead
LET'S DISCUSS YOUR FINANCIAL GOALS
Financial Advisory Services
FINANCIAL PLANS
Creating and updating your financial plan each year gives us a better understanding of where you are and where you need to be financially.
INVESTMENT & PORTFOLIO MANAGEMENT
We will meet annually and work together to keep your investments in line with your goals.
RETIREMENT PLANNING
You’ve waited your whole life for this! Let’s work together to make sure you have the income necessary for all your retirement goals.
LIFE INSURANCE & LONG TERM CARE
Planning for the future of you and your loved ones is important. We will figure out together what your insurance needs are.
COLLEGE PLANNING
If one of your financial goals is to put a loved one through college, we will create a plan that includes college goals.
ESTATE PLANNING
With the help of your Estate Attorney, we will map out an investment plan specific to your estate planning needs.
TAX PLANNING
With the help of your Tax Advisor/CPA, we will create an investment portfolio that keeps your tax needs in mind.
FINANCIAL MILESTONE PLANNING
Wherever you are in your financial journey, we will work together to make an action plan for every milestone.
ABOUT KRISTEN FOURTNER
(
Kristen has spent the past 14 years as a Financial Advisor in the Olympia area and has worked with most of her clients nearly as long. Kristen’s favorite part of her practice is the relationships she has built with her clients and their families that go well beyond their financial goals and dreams. Kristen feels strongly that good financial advice can only be achieved when the Financial Advisor has a true sense of what is important to the client and their life goals.
Kristen began her aspirations of becoming a Financial Advisor after beginning an internship at New York Life Insurance Company while attending the University of Washington. It was there she realized the importance of financial advice and the confidence it brings to people to know they are doing what they can to provide for their family’s financial future. Kristen is privileged her clients have chosen her to help them with this portion of their life planning and strives to provide each client with superior service.
Kristen’s approach to client service has not gone unnoticed and in 2017 LPL recognized Kristen for her excellence in customer service at the company’s annual conference in Boston. Kristen is one of LPL’s more than 16,000 advisors registered nationwide and was the only advisor to be recognized for client service. This was a great honor for Kristen and she has only continued to improve on this service.
Kristen obtained her CERTIFIED FINANCIAL PLANNER™ certification in 2021. As a CFP® professional, Kristen has met CFP Board’s educational, experience, examination, and ethical requirements, and has committed to providing financial services that adhere to CFP Board’s standard of excellence.
Kristen also holds a number of other designations, including:
- Accredited Behavioral Finance Professional (ABFP)
- Chartered Retirement Planning Counselor (CRPC)
- Master Planner Advanced Studies (MPA)
- Master of Science in Personal Financial Planning
A PERSONALIZED APPROACH TO INVESTING
YOUR TIME IS VALUABLE
Kristen takes the time to know each client and what their specific needs and goals are. There are no “cookie-cutter” investment recommendations. Each financial strategy is custom tailored to their goals and risk tolerance.
INVESTING WITH YOUR NEEDS IN MIND
Kristen works directly with LPL Financial because they do not have any proprietary products, meaning Kristen truly is an Independent Financial Advisor and is free to choose any investment that is suitable for the client and will help toward fulfilling their financial goals. There are no quotas or products to “push.”
IT'S YOUR JOURNEY
Kristen believes in helping clients regardless of which stage of planning they are in; for some clients, this could mean a full financial plan, whereas others may just need to begin with a diversified portfolio for their IRA to start building toward their future.
YOUR GOALS ARE OUR GOALS
Kristen meets with clients on an annual basis (or a customized schedule, based on clients’ needs) to review the plan and investments to make certain each client is still on the correct path to pursue their goals.
GET IN TOUCH
Investment Advisor Representative
6957 Littlerock Road SW, Suite B
Tumwater, WA 98512
Phone: 360.810.8060
Email: Kristen.Fourtner@lpl.com
Hours of Operation
Monday – Thursday
8:30 AM – 4:00 PM
Friday
9:00 Am – 1:00 PM
VIEW OUR LPL CLIENT RELATIONSHIP SUMMARY PDF
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC.
The LPL Financial Registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.