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Happy Woman

Individual Goal Planning

Your financial journey is unique—your plan should be too. Our Individual Goal Planning helps you map out a clear, personalized strategy to reach your milestones with confidence.

We Turn Your Financial Goals Into a Clear, Actionable Plan.

Whether you're navigating investments or seeking a complete financial strategy, we offer tailored solutions to fit your needs.

We Are Dedicated to Your Financial Journey

Your first meeting with a Penny Lane Wealth Management advisor marks the start of a lasting partnership. We focus on a personalized approach to financial planning, ensuring you receive guidance tailored to your needs. Here’s what you can expect:

  • What are your top financial priorities at this moment?

  • What aspects of your finances cause you the most concern?

  • Was there a recent life event or change that led you to seek guidance?

  • How do you feel your investments are performing in today’s market?

  • What are you hoping to gain from working with a financial advisor, and what might be missing from your current strategy?

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Questions to ask yourself before your first meeting with a financial advisor

Book your free consultation today and take the first step toward a confident financial future.

Address

1804 W Union Ave, Suite 202, Tacoma, WA 98405

Contact

253-327-1177

Office Hours

Mon - Fri

9:00 am – 5:00 pm

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You can also visit us; we'd love to meet you.

Penny Lane Wealth Managment

Penny Lane Wealth Management, LLC is a Registered Investment Advisor in the state of Washington. The Advisor may not transact business in states where it is not appropriately registered or exempt from registration. Individualized responses to persons that involve either the effecting of transactions in security or the rendering of personalized investment advice for compensation will not be made without registration or exemption.

Investment advisory services are offered by Penny Lane Wealth Management, LLC, a registered Investment Advisor in the state of Washington, CRD #318918. Insurance products are offered through Penny Lane Financial LLC, an affiliated company. NPN #17702278

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