How do I help clients develop a holistic financial plan?
I work with our clients to find ways to turn their personal and financial goals into reality – whether that’s figuring out the best way to save for college or retirement, or helping evaluate the sustainability of their current life plan. From there, I keep in touch with clients to monitor the progress of their plan to ensure that both their immediate and long-term financial goals are achieved.How do I spend my time outside of OpenPlan?
On a beautiful sunny day or evening, you will find me outside barbecuing with friends, listening to country music, and enjoying a glass of wine. Some other passions of mine include boxing, running, yoga, reading, visiting national parks, and traveling.Shyanne’s credentials
- Certified Financial Planner since 2018
- Graduate of the University of Washington
- Seven years of experience in financial planning
- Partner in Brighton Jones (OpenPlan parent company)
