Commencement Financial Planning is an independent fee-only fiduciary financial planning firm based in Lakewood, WA, serving individuals and families in the Tacoma area. With nearly 30 years of experience, their comprehensive and thorough approach to financial planning includes low-cost and prudent investment portfolios, tax planning, estate planning, and risk analysis, all tailored to each client's unique goals and resources.
Led by Troy, a Certified Public Accountant with extensive tax preparation and estate planning experience, Commencement Financial Planning prioritizes objectivity and integrity, aiming to be their clients' trusted partner in all financial matters. They work with trusted partners such as Charles Schwab, Dimensional Fund Advisors, and Vanguard to provide the highest level of service and expertise to their clients.
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