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The ICON Approach

Throughout the course of our working relationships, we become thoroughly involved with each clients’ complicated financial situation. Our clients retain us as their Personal CFO, helping them make multiple discoveries and decisions over their lifetimes based on their unique needs, wants, goals, dreams, and objectives. http://www.iconconsultingllc.com/

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The ICON Approach

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  1. Welcome to ICON, we are here to help

  2. Who We Are ICON’s Vision and Mission Statements: To be the Northwest’s most respected independent fee-based financial planning and wealth management firm. Serving as their trusted Personal CFO, we bring vision and direction to the lives of our clients and their families.

  3. ICON’s Value Statement: ICON Consulting was founded with the singular focus of helping clients understand and make informed decisions regarding their financial well-being. We have a fundamental understanding and focus that the most important part of our relationship is to protect and look out for our clients’ best interests. And, as we cultivate relationships with our clients that last a lifetime, it is our unbiased and expert knowledge that is key to our shared success. Gaining and retaining wealth requires education, vision, and direction, and it is extremely difficult to navigate in the financial world if you do not have someone you trust teaching you the rules.

  4. The ICON Approach Most firms can handle a piece or two of your financial life, but how many really understand the whole pie? How do you know if they are qualified to provide the advice and direction you really need? Do they possess a detailed knowledge of the multiple financial disciplines required to help you succeed? How many realize that their fundamental purpose is to protect and look out for your best interests?

  5. With over 70 years of experience, we have positioned ICON as one of the industry’s leading independent, locally owned firms offering comprehensive financial planning and fee based wealth management. At ICON, we offer more than just financial planning— it truly is holistic Life Planning.

  6. Throughout the course of our working relationships, we become thoroughly involved with each clients’ complicated financial situation. Our clients retain us as their Personal CFO, helping them make multiple discoveries and decisions over their lifetimes based on their unique needs, wants, goals, dreams, and objectives.

  7. Through our analytical processes and comprehensive advice, we offer our clients specific, needs-based recommendations and implementation strategies. Throughout our working relationships, we provide the necessary tools to help our clients most efficiently align their financial lives. We like to call this “Vision with Direction.”

  8. Contact 1412 112th Avenue, Suite 102Bellevue, WA 98004 Phone: 425-562-4266 (ICON)Fax: 425-746-4266 (ICON)Info@ICONconsultingllc.com www.iconconsultingllc.com

  9. Thank you

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