Outcome Focused: So often the process is the planning focus when what really matters is the outcome.
It's All About You: All that matters is you. Your Values; Your Goals; Your Plan.
Client Value Promise: Determine the right plan level for you and exceed expectations with outstanding service and support.
Behm Financial is a financial planning and investment services firm that has been built through serving the needs of educators. Today we serve many educators in Washington state, as well as individuals and families that have been introduced to us by our educator clients. We provide financial planning strategies, retirement income planning and overall wealth creation and preservation strategies and really enjoy helping people strategize ways to help protect and grow wealth to make their dreams a reality!
Behm Financial is a Financial Planning Firm incorporating leading technologies like Asset-Map in the financial planning process to best equip our advisors with the tools needed for success. Asset-Map gives advisors the ability to visually focus on a client’s entire household and see how individual decisions impact each other, in addition to sharing clients’ progress for their financial priorities in real time.
Asset-Map blends design thinking and personal finance to deepen client relationships, spark meaningful conversations with clients and efficiently illustrate their complete financial landscape in a simple, one-page snapshot. Asset-Map creates an interactive, visual experience to help clients gain a better understanding of their unique financial situations to make better financial decisions.
“At Behm Financial, we firmly believe in giving clients the most accurate, full picture of their finances to empower them to make better financial decisions,” said Ken Behm, founder of Behm Financial. “We are excited to partner with Asset-Map and help our clients more meaningfully plan for their future.”
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Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.