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  2. Client Relationship Summary (ADV Part 3)

Client Relationship Summary (ADV Part 3)

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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