Question 1

What services does Madrona Financial offer?

Accepted Answer

Madrona Financial offers a range of services, including tax services, wealth services, planning and investment services, and tax, accounting, and bookkeeping services. They work with a team of financial and tax professionals to provide comprehensive solutions for their clients.

Question 2

How can Madrona Financial help me get more out of my money?

Accepted Answer

Madrona Financial understands that it's not just about how much you have, but what you do with it. They can work with you to create a comprehensive plan and custom portfolio, as well as help you be more proactive with your taxes and accounting strategies. They aim to help you make the most of your hard-earned money.

Question 3

What is the "right questions to the right people" approach?

Accepted Answer

Instead of looking for a "jack of all trades," Madrona Financial believes in working with a team of specialized financial and tax professionals. This "right questions to the right people" approach allows you to get more planning and strategy from your tax and financial professionals.

Question 4

What are some common concerns that Madrona Financial can help with?

Accepted Answer

Madrona Financial can assist with concerns such as not being sure about when or how to retire comfortably, feeling that your CPA only files your return without providing more comprehensive guidance, being stuck due to a large tax bill, experiencing contradictions between your CPA and advisor, feeling uncomfortable with the market, not knowing the right questions to ask, and feeling unsure about your financial situation.

Question 5

How can I get started with Madrona Financial?

Accepted Answer

Madrona Financial offers a "conversational wealth analysis" that can help you understand what you might be missing and what you could do to potentially get more out of your hard-earned money. You can click the "Let's talk" button to initiate this process and get started with their team of financial and tax professionals.

Location	Google category	Reviews	Status
3933 Lake Washington Blvd NE Ste 350, Kirkland, WAprimary	—	3.0 (2)	Claimed
2911 Bond St UC Open Office Lobby, Everett, WA	Financial planner	4.0 (4)	Claimed
1201 Pacific Ave #600, Tacoma, WA	Financial planner	2.0 (1)	Claimed
2825 E Cottonwood Pkwy #500, Cottonwood Heights, UT	Financial advisor	5.0 (1)	Claimed

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