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Kaizen Capsules

Timely, meaningful newsletter of our take on financial topics


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Our Philosophy

Learn about how our philosophy of continuous improvement can benefit you


Our philosophy

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Why Us?

Know that your portfolio—and your future—is in good hands

 

Expertise

Specializing in investment planning, financial planning, and risk management, we’ve got your bases covered. Find out how our expertise can improve your financial life.

Learn more

 

Our Philosophy

Kaizen means “improvement” or “change for the better.” It refers to a philosophy or practice that focuses upon continuous improvement of processes, a concept that has been applied in fields as diverse as healthcare, life-coaching, and finance.

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Relationships

Our relationship with you is like a road trip. First, we discover your destination: What are your goals? What do you hope to achieve with your wealth?

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Our Services

We provide sound wealth management by offering investment planning, financial planning, and risk management services to answer your big questions.

 

Investment Planning

We take a long-term view to investing, employing diversification to balance risk and matching your risk tolerance with an appropriate portfolio.

 

Financial Planning

Life is more than stocks and bonds. We advise you on everyday financial decisions as well as those once-in-a-lifetime choices.

 

Risk Management

We help you mitigate a variety of risks by matching you with the right type of insurance and coverage to protect your hard-earned assets.

 

Retirement Planning

At Kaizen, you’ll have the peace of mind that comes from having professional retirement planning expertise on your side.

 

Retirement Plan Services

We are focused on bringing superior retirement plan services and customized 401 (k) plans to small and mid-sized businesses and their employees.

 

Charitable Giving

When it’s time to give back, we will help you decide the most efficient way to contribute based on your investment situation.

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Meet Our Team

Learn more about our amazing team of professionals and see what makes us different. We're here to help guide you in the right direction.

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Laurie Klein

Founder/Principal

CFP®, ChFC®

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Laurie Klein

Phone: 425-321-5802

Fax: 425-321-5802

Email: laurie@kaizenfa.com

Laurie has been providing financial services to individuals and families since 2001. Previously, she served in senior financial and operations management positions with a successful electronics manufacturing company. Her success in both worlds is based upon her resourcefulness, dedication, and passion for client satisfaction. Her mission is to provide comprehensive service from day one in enabling clients to achieve their goals, develop resources, and implement their plan.

Clients consistently use words like trust, integrity, and accessible to describe her. They have faith in her judgment, commitment, and ability to translate their vision into reality. This trust is carried through the entire process, extending to the hand-picked teams of attorneys, CPA’s, insurance professionals, and advisors.

When not working, Laurie enjoys spending time with her friends and family. She can also be found biking across mountain passes, practicing yoga, or watching her daughter’s soccer team.

Qualifications:

  • Certified Financial Planner (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Licensed insurance professional
  • Notary public

Find Laurie on LinkedIn:

  • www.linkedin.com/in/lauriekleinKFA

Bio
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Liz Loutsis

Lead Client Service Administrator

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Liz Loutsis

Phone: 425-321-0345

Fax: 425-321-0345

Email: Liz@kaizenfa.com

Bio
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Viktoriya Snoz

Client Service Administrator

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Viktoriya Snoz

Phone: 425-321-5817

Fax: 425-321-5817

Email: viktoriya@kaizenfa.com

Bio
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Sharon Gentles

Office Manager

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Sharon Gentles

Phone: 425-900-5656

Fax: 425-900-5656

Email: sharon@kaizenfa.com

Bio

Kaizen Capsules

Read our latest weekly client newsletter on the market and find archives of past articles

Latest Blog Posts

2022 Economic Review
Jan 13, 2023 by Kaizen Financial Advisors, LLC

 

2022 RECAP

  • The Federal Reserve raises interest rates as inflation became a top economic story
  • Russia’s invasion of Ukraine prompted the biggest global energy crisis since the 1970s
  • Secure Act 2.0 passed in the eleventh hour of 2022

 

THE YEAR IN BRIEF

2022 was a year of challenges for...

Read More
Monthly Economic Update, December 2022
Dec 10, 2022 by Kaizen Financial Advisors, LLC

 

 

This Month's Recap

  • Inflation appears to be trending lower
  • The Fed suggests a possible easing of future interest rate hikes
  • All 11 industry sectors were positive for the month of November

U.S. Markets

Stocks surged higher in November on rising optimism that the Fed would slow down...

Read More
Monthly Economic Update, November 2022
Nov 11, 2022 by Kaizen Financial Advisors, LLC

 

This Month's Recap

  • Higher-than-expected third-quarter GDP growth came in at annualized rate of 2.6 percent
  • Feds move forcefully to tame inflation with the sixth rate hike of 2022
  • Corporate earnings reports spark a stock rally; all industry sectors notched gains

 

U.S. Markets

Stocks...

Read More

Contact Us

Why hire us now? Three simple reasons:

1. It’s always the right time to start making better financial decisions.

2. We help you plug holes in your financial buckets that you may not even know about.

3. We’ll help you have peace of mind, knowing your money is being invested wisely.

Phone: (425) 321-5800
Fax:

Email: liz@kaizenfa.com

4030 Lake Washington Blvd NE, Suite 308, Kirkland, WA 98033

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