Our Team

Our team of highly trained, experienced and ethical professionals is dedicated to meeting your unique needs.  Whether they are simple or complex, we welcome the opportunity to become a member of your team, collaborating with your other advisors if desired by you.

Kimberly J. Stanford

Client Services Manager




Click on the links below to find out more
about Asset Planning & Management's
Form ADV Part 2, Privacy Policy
and Disclosure Statement.

Form ADV Part 2

Privacy Policy


Company Info

Asset Planning & Management, Inc.

422 West Riverside Ave. Suite 722
Spokane, WA 99201
Phone: 509-838-4175 or 888-864-8827
Fax: 509-838-4206
Email: info@assetplanning.com