We believe it is important to educate our clients and keep them informed on current and important financial planning and investment topics.  

Our Thoughts

While Financial Focus and Investment Insights are designed to educate and inform our clients about key financial planning and investment topics, The Markets shares our thoughts on current economic and market conditions.

Read More

More Thoughts

From time-to-time, we come across white papers and other information we think will be of special interest to our clients, their families and professional advisors.  You will find them posted here on a regular basis.

Read More

For Women

Many women face special challenges when it comes to financial planning and investing.  As we come across quality information discussing these challenges (and opportunities), you will find it posted here. 

Read More


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