Our Process : Flynn Financial Partners | Ridgefield, WA

Our Process

Flynn Process


Building a financial plan designed around your values and ambitions begins with a discussion. We call this discussion our Discovery & Engagement Meeting. Are we a good fit to work together? If so, our discussion may focus on some or all of the following:

  • Net Worth Analysis
  • Cash Flow Analysis
  • Education Planning
  • Investment Planning
  • Retirement Planning
  • Protection Planning
  • Estate Planning
  • Business Planning
  • Executive Benefits Planning
  • Charitable Planning


Once we have the necessary financial data we analyze and develop financial strategies that are aligned with your values.


Your financial plan is a living document that reflects your current financial position mapped forward with projections and action items that reflect your values. For the plan to be worthwhile, it must be implemented, revisited over time, and adjusted. Let’s get to work!