SEC CRD #801-115111
Wealth Management Services | Kaizen Financial Advisors Skip to main content menu T | (425) 321-5800 Schedule a Meeting Home About Our Team Why Kaizen Strategic Alliances Our Process What Fiduciary Means Who We Serve Events Our Services Resources Kaizen Capsules Financial Calculators Useful Links Charles Schwab Login- Schwab Alliance Kaizen Client Portal Contact Layoff Details Take meaningful steps toward a brighter financial future. Learn More Subscribe to Our Weekly Kaizen Capsule Newsletter You must have JavaScript enabled to use this form. Insightful Market Updates and Financial Tips. Email This field is required. Leave this field blank Building the life you want is a journey, not a destination. It’s about taking steps that lead to meaningful change. That is why our approach to Wealth Management and our business model is built on the foundation of Kaizen, the concept of continuous improvement. We believe that every effort counts in shaping your financial future. Let’s take those steps together and create the life you’ve always dreamed of. About Us Our specialized team is dedicated to helping you make informed decisions about your wealth. Our approach emphasizes flexibility and adaptability to cater to your evolving needs at different life stages. Our clients benefit from a wide network of specialists, including CPAs, attorneys, insurance experts, and mortgage brokers who collaborate closely to assist you in pursuing your life goals. Our Philosophy As a Fiduciary, we always
LAURIE KLEIN
PRINCIPAL
📞 (425) 321-5800
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AUM
$244M
Check Size
$1M–$1M
Location
KIRKLAND, WA
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