"Employ your time well, if you mean to gain leisure."

-Ben Franklin            


 

FINANCIAL ADVICE SHOULDN'T BE COMPLICATED

Live Life Well Planned

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

 


 

MEET THE TEAM

 

Casi J. Fors, AIF®
Wealth Advisor

 

 
(360) 457-6116


Casi@ForsFinancialConsulting.com

Joseph Fors
Wealth Advisor & Operations Manager

 

 
(360) 457-6116


Joe@ForsFinancialConsulting.com

 

 

Cami Haller
Marketing Director/Executive Assistant

 

 
(360) 457-6116


Cami@ForsFinancialConsulting.com

Renee Riggle
Administrative Assistant

 

 
(360) 457-6116


Renee@ForsFinancialConsulting.com

 

 

 



You deserve a stategy that adapts to your needs.

We create financial strategies tailored to your goals.

 

What's Your Risk Number?