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Kaizen Capsules

Timely, meaningful newsletter of our take on financial topics


Our Blog

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.

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Our Team

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Laurie Klein, CFP®, ChFC®

Founder/Principal

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Laurie Klein, CFP®, ChFC®

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, MBA, CPA

Financial Advisor

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Brook Anderson, MBA, CPA

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 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
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Michael Chang

Client Service Administrator

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Michael Chang

Phone: 425-321-5813

Fax: 425-321-5813

Email: michael@kaizenfa.com

Bio

Kaizen Capsules

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

Latest Blog Posts

Volatility is Back
Dec 28, 2018 by Kaizen Financial Advisors, LLC

 

Summary of this week’s letter:

  • Volatility is up and likely to persist
  • Market downturns are frequent and common
  • How we invest to weather all market conditions
  • Reiterating the case for international exposure

 

Volatility Continues

After an abnormally calm 2017, volatility is back and it’s likely to stick around for a while. Let’s take a closer look at...

Read More
November Monthly Economic Update
Dec 07, 2018 by Kaizen Financial Advisors, LLC

 

For those of you interested in the details of the economy, here’s November’s monthly economic report.

 

November recap:

  • The Fed calmed markets nerves to end November in positive territory
  • Global uncertainties continue to drive market volatility
  • Our economy remains healthy but skeptics are watching it carefully

 

For...

Read More
Tax Strategies to Maximize Your Wealth
Dec 07, 2018 by Kaizen Financial Advisors, LLC

 

The year is winding up and Tax Day is not far away.  At Kaizen, we think about taxes year-round and are always looking for opportunities to minimize your tax bill.  In this newsletter, we wanted to share some the tax savings strategies we regularly evaluate on your behalf.  Be aware that not all opportunities are available to every tax filer, some are dependent on filing method, ability to itemize, or even age.  Let’s look:

 

...

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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