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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.

Learn more

 

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?

Learn more

 

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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.

Responsive:: Acadia: Team Title

Our Team

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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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Brook Anderson

Financial Advisor

CFP®, MBA, CPA
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Brook Anderson

Phone: 425-321-5801

Fax: 425-321-5801

Email: brook@kaizenfa.com

Brook is an 18-year finance veteran who has worked with such companies as Siemens, Eddie Bauer, and Symetra Financial, where he established a reputation for leadership and excellence. He is a CPA who also holds an MBA with a finance concentration.  Brook has been responsible for highly complex financial analysis and provided guidance in all aspects of corporate finance including mergers & acquisitions, strategic planning, budgeting, forecasting, and the evaluation of strategic business opportunities.

Despite success in corporate finance, his interests have always centered on personal financial planning and helping people.  He gets his greatest satisfaction from building meaningful relationships and positively impacting people’s lives. Whether it’s serving on the board of a charity, or serving in the community, or helping individuals plan for retirement it’s the people that matter most to Brook.

When not working, Brook is committed to continuous learning.  He values his faith and the community that has come with it.  Above all, he enjoys spending time with his wife and his two teenage children.

Qualifications:

  • Certified Financial Planner (CFP®)
  • Certified Public Accountant (CPA)
  • Master of Business Administration (MBA) – Finance Concentration
  • Investment Advisor Representative
  • Licensed insurance professional

Find Brook on LinkedIn:

  • https://www.linkedin.com/in/brookanderson/

Bio
Photo of team member

Michael Chang

Client Service Administrator

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Michael Chang

Phone: 425-321-5813

Fax: 425-321-5813

Email: michael@kaizenfa.com

Michael began his career as a Financial Representative at an insurance company, providing financial services to young professionals and families in the Greater Seattle area.  His goal was to provide accurate and objective advice to clients to help them achieve their financial goals.  In order to better achieve this goal for his clients, he began looking for fiduciary firms with the same passion for their clients.  After finding Laurie who shared the same goals and values for servicing clients, Michael joined the Kaizen team.

Michael is responsible for managing client relationships, playing a key role in defining the overall client experience. Driven by a passion for providing excellent customer service, clients appreciate that he makes sure all clients’ questions and requests are addressed in a timely fashion.

When not working, Michael enjoys watching movies, calligraphy, traveling, hiking, and playing board games.

Qualifications:

  • Licensed insurance professional

Find Michael on LinkedIn:

  • https://www.linkedin.com/in/michael-jaeseung-chang

Bio
Photo of team member

Liz Loutsis

Client Service Administrator

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Liz Loutsis

Phone: 425-321-0345

Fax: 425-321-0345

Email: Liz@kaizenfa.com

Bio

Kaizen Capsules

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

Latest Blog Posts

2020 Economic Review
Jan 15, 2021 by Kaizen Financial Advisors, LLC

 

2020 RECAP

  • The pandemic sends the economy and financial markets reeling
  • Congress passes $2 trillion economic stimulus bill
  • The global economy stumbles, but adopt several important trade agreements
  • Vaccines emerge as the stock market ends the year at record levels

 

THE YEAR IN BRIEF

The global pandemic disrupted economies, financial markets, and daily...

Read More
Highlights of the New Stimulus Package
Jan 08, 2021 by Kaizen Financial Advisors, LLC

 

After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees.

 

Here's a quick recap of five key highlights:

 

Stimulus Checks: The new law, as it stands now, authorized a second round of $600 checks for people with income that meets the criteria. The...

Read More
Monthly Economic Update, December 2020
Dec 11, 2020 by Kaizen Financial Advisors, LLC

 

This Month’s Recap

  • Stocks move higher thanks to month-long succession of positive news events
  • An effective COVID–19 vaccine may be just around the corner
  • Markets welcome the prospect of divided government 

 

U.S. Markets

Stock prices powered higher and emboldened investors in November thanks to a series of positive news events.

The Dow...

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: (425) 321-5800

Email: contactus@kaizenfa.com

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

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